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

To: Paul Engel who wrote (149384)	11/25/2001 9:22:00 PM
From: maui_dude	Read Replies (5) \| Respond to of 186894

Now, the other side of the story from Electronic news. AMD: Smaller is Better e-insite.net The article estimates the size of northwood and .13 Athlon : AMD COO Hector Ruiz outlined the company's die-size differences during its financial analyst meeting on Nov. 8. Manufacturing at 0.18-micron process technology enables AMD to produce Athlon XP processors with a die size of 129mm squared, Ruiz said. Intel's P4 processor is 217mm squared. "Our manufacturing efficiency is second to none in the industry," Ruiz said during the investor conference. "We now estimate we have a 10 to 20 percent advantage on cost. We expect a 40 percent cost reduction by 2003." Santa Clara, Calif.-based Intel plans to start shipping P4 processors on 0.13-micron technology in January. MDR estimated that the die size would shrink to 116mm squared. AMD also plans to transition to 0.13-micron technology in 2002, reducing its Athlon die sizes to 80mm squared. ------------------------------ 1. Does anyone know if 116mm squared includes the size of the cache ? If so, that would be a very impressive P4 shrink. 2. When is AMDs .13 Athlon scheduled for production release ? Intel may have a very good opportunity to gain back a lot of market share with northwood on desktop until Athlon .13 part comes out. 3. When .13 Athlon at 80 mm does come out, it could give AMD about 30% advantage in terms of die size compared to 116 mm sq. northwood. Almost what Intel hopes to gain from transitioning to 300mm wafers. This really seems like a game of leapfrogging at this point with pressure on AMD to deliver after northwood is released. Maui.