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

To: wanna_bmw who wrote (150267)	11/29/2001 1:16:47 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

The difference in die size is 68%, meaning that Intel's yield must be at least 40% better than AMD's. ??? If AMD claims 10-20% cost advantage the must mean they are getting 10-20% more die from a wafer, right? So their yield is better but with the much smaller die it should be much much better, and it's not. So yield is better but defect density is much higher. EP

To: wanna_bmw who wrote (150267)	11/29/2001 2:07:48 AM
From: Paul Engel	Respond to of 186894

Beamer - Re: "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%?" You uncovered a good discrepancy. Oh..and another - AMD is LOSING money - while Intel is MAKING money ! I wonder if AMD is good at Losing Other People's Money? Paul

To: wanna_bmw who wrote (150267)	11/29/2001 12:07:50 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

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." BMW, thanks for ferreting that out. In defense of Hector in this case, though, we don't know what all he's throwing into those cost calculations, do we? I mean, he may be including things like equipment depreciation, maybe even payroll. These would tend to overwhelm the savings that should be evident due to die size and yields alone. Tony