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

To: semiconeng who wrote (139298)	7/16/2001 12:21:02 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Re: Not reasonable if you are comparing Coppermine which is a 0.18... Don't feel too bad. This is exactly what AMD went through when it switched from the K6 core to the Athlon core - the move from .25 K6-2 to .18 Athlon resulted in a larger core. K6-2 81mm2 on .25 went to Tbird 120mm2 on .18 when AMD went from K6-2 to Thunderbird for their volume chip (though the 64K L2 Duron is only 100mm2) Intel is going from 90mm2 .18 PIII to ~140mm2 P4 on .13. Demand is down and Intel has too much capacity anyway - it's not the end of the world. AMD is going from 120mm2 .18 Athlon to 80mm2 .13 Athlon4.