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

To: wanna_bmw who wrote (142944)	9/6/2001 12:57:27 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 186894

IBM pays the Intel premium on their CPUs so that they don't have to design an x86 CPU of their own I thought we were discussing various issues of POWER4 vs Itanium/McKinley. I NEVER once mentioned Xeon x86 anywhere in the discussion. Now you start in with Xeon x86. It seems you change the subject at will. You are a piece of work. So you're already assuming reasonable yield? On a processor that hasn't even launched yet that is far more aggressive in features and die size than any of IBM's other processor lines? The majority of die space in Power4 is L2 cache. It has an aggressive redundancy scheme. Given that, the area for the two cores alone is probably less tha 200mm2 which is NOT larger than some of IBM's other processor lines and is in fact smaller than P4. What is the size of Itanium by the way???. POWER4 is on a .18um process and so is not more aggressive than other features in other processor lines. So, you are wrong AGAIN on both points. Even if you think it will yield only 10%, that would be perhaps 8 chips per wafer. That's $250/chip if the wafer costs $2K to process. So with a module that is estimated to cost $400, you could build two modules from one wafer (8 chips/16 cores) for $2800. That's $1400 per module at 10% yield. And... I know the yield is much higher than 10%. So, you are wrong once AGAIN. I have dodged no issues. You only dodge the truth. THE WATSONYOUTH