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

To: Tony Viola who wrote (150230)	11/28/2001 9:46:04 PM
From: Eric K.	Read Replies (1) \| Respond to of 186894

Re: Yawn. Re: Smaller stock price. Perhaps you should leave the one-liners to your intellectual elders. -Eric

To: Tony Viola who wrote (150230)	11/29/2001 12:03:10 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

"AMD: Smaller is Better": I see, so while Intel has been wasting its time and money working on gate widths, AMD has been stealthy working on ways to shrink the price of its stock. OOOOOOoooooh, NOW I understand.

To: Tony Viola who wrote (150230)	11/29/2001 1:06:29 AM
From: wanna_bmw	Read Replies (3) \| Respond to of 186894

Tony, Re: Smaller is Better I found this quote interesting from six-figure Hector. 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." So basically, Hector has the die size of the Athlon (129mm^2), the die size of Pentium 4 (217mm^2), but he expects a cost savings of 10-20%? Doesn't add up, if you ask me. Sounds like AMD has far lower yield on their processors, which offsets the cost advantage. The difference in die size is 68%, meaning that Intel's yield must be at least 40% better than AMD's. Now, let's thank Hector for giving this wonderful inside information! :-) wbmw