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

To: fingolfen who wrote (141464)	8/13/2001 3:20:06 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Intel's 2 GHz Pentium 4 is now appearing in Retail Channels ! AMD - 600 MHz BEHIND !!! us.buy.com INTEL P4-2.0GHZ 256KB OD CACHE PGA478400MHZ Our Price: $626.95 Pre Order Qty Type: Processor Platform: P4 Mfg part#: BX80531NK200G Description Intel Pentium 4 processor, Intel's most advanced, most powerful processor, is based on the new Intel NetBurst micro-architecture, which brings a number of new and innovative features. Intel Pentium 4 processor is designed to deliver performance across applications and usages where end users can truly appreciate and experience the performance. These applications include Internet audio and streaming video, image processing,... more Features Service / Support - 3 years warranty Port(s) / Connector(s) Required - None Clock Speed - 2 GHz Processor Installed ( Max ) - 1 Slot(s) Required - 1 x processor - Socket 423 Type - Intel Pentium 4 Memory / RAM Installed ( Max ) - None Memory / Cache Installed ( Max ) - 256 KB ( 256 KB ) - L2 Cache Advanced Transfer Cache Form Factor - Plug-in module

To: fingolfen who wrote (141464)	8/13/2001 3:23:49 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

fingolfen they did not include 6x increase in cost. Even in a limited production the cost is 4x and should decrease with volume. hey, but why stop there, cost of yield loss is very unclear but it should be above 6x. As a matter of fact amd can fit only 1/6 chips fit on .13um wafer as opposed to .18 hence, and that is optimistic scenario, the cost of single .13um soi athlon is 6^3=216x od the current cost of athlons hey if you trying to be completely off the wall you might go all the way <gggg> Regards -Albert ps that is if athlon cost right now $50 then the soi athlon would cost at least $1,080 and to make 30% margin the average asp should be at least $1,404. pss Hammers cost should be at least 6x of athlon and hence intel is safe and no need to worry about amd