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

To: dale_laroy who wrote (139268)	7/15/2001 5:47:21 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

In this case I agree with you. But if one were salvaging mobile Morgan from desktop (as well as mobile) Palomino production, there could be enough that are truly salvage processors to make this worthwhile. The desktop Morgan processors out of Fab25 could use a smaller die that not only has only 64KB of L2 cache, but also does not include the PowerNow! circuitry. If I am correct that AMD cannot efficiently yield large L2 die, then consider the implications of the strategy you outline above. The 512K version will yield poorly and the fallout will sell as value processors. This means AMD cannot have it's performance leader also be the volume leader with it's higher ASPs. At the same time most of their "value" processors will be silicon hogs with higher cost than a dedicated small die and lower ASPs than the Premium version. Given AMD's yield handicap, frequency scaling problem and delayed .13u process, their best bet is to minimize die size across the board and give up hopes of competing at the highend where their K7 design is running out of horsepower anyway. EP