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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (63339)	11/11/2001 12:26:39 AM
From: milan0	Read Replies (2) \| Respond to of 275872

Dan3 re: " 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." Well, good conclusion, IMO. Yesterday, Albert posted a Merrill's research where I find this interesting paragraph: More focus on die size for AMD AMD's focus on die size and cost competitiveness could take the company in a direction significantly different from the one that Intel has chosen. Intel's decision to stick with its aggressive 300mm plans is driven by a) the company's ability to spend more money than anyone else in the business and b) the P4 design choices that are keeping the die relatively large, even at 0.13 micron. AMD has recognized that competing on a 300mm footing with Intel is not going to work - AMD is simply not big enough - and has focused on getting units costs down relative to Intel by shrinking more aggressively. It is an interesting shift in competitive stance that could, for the next two years as Intel works down the 300mm curve, put AMD is a meaningfully better cost position than Intel. If true, it's a very clever tactic from AMD (IMO). Myke PS Albert post's is # 63375 on this thread.