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

To: Paul Engel who wrote (147285)	11/10/2001 1:27:26 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: You flat out LIED !... [when you wrote] Intel could find itself relegated to less than 50% of the CPU market as early as then. in post: Message 16631640 Paul, you introduced that post from two months ago into a discussion of a few days ago. The post you're quoting also discussed converting Gresham to CPU production - saying that, in that case, AMD could produce 25 million parts per quarter. But that post was clearly speculating on a maximum limit, and only in the event that AMD expanded production to other FABs. But, in something of a revelation this past week, AMD detailed some news about clawhammer for early 2003 - its die size of 64mm2. That die size would allow AMD to get 400+ die per wafer. 5000 wafers per week x 13 weeks per quarter x 400 die per wafer = 26 million 64 bit processors per quarter. Without counting the foundry parts or partner parts they were discussing (and could be used to produce 32 bit Athlons while Dresden was dedicated to Hammers). So, it's quite clear that, once again, I was right! Thanks for reminding me of another of my incredibly prescient posts. :-) aceshardware.com has a story on its home page about AMD's upcoming die sizes. PS - the post I'm responding to made it very clear that your ban was the right decision, I'll cross post this to the Intel thread so that you can reply - having lost your right to do so on the Moderated thread.