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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: dale_laroy who wrote (139259)	7/15/2001 5:22:45 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Well, the argument about die size is valid, but die cost could be illusory. If these parts are Athlon4 parts that have defective regions in the L2 cache, they are effectively costing AMD only what is needed to disable part of the cache and retest. That's right but any way you cut it, the total available die on the wafer is less to begin with. Intel does this and frankly I don't understand why. (I'm not revealing any Intel secrets here because any competitor could buy a Celeron and open it up and look at the die and I'm sure they have). The relatively few die recovered for Celeron use wouldn't make up for the wasted die area of wafers that are targeted for Celerons from the start. EP