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

To: andreas_wonisch who wrote (150880)	12/3/2001 8:08:44 PM
From: wanna_bmw	Respond to of 186894

Andreas, I agree with you. If you look back, you'll see that I disagreed with Paul's way of calculating it. It seems uncharacteristic of him to spend so much time with so many unknowns to derive a conclusion. Although I agree that AMD probably has lower yields, I attribute this to convincing data that I've heard, such as their narrow gate lengths and high bin targets. 27% seems a little too low for me, though, so I don't know. I think the only point to take away from this is that AMD's costs aren't totally based on die size advantages. Yield disadvantages also play a role. I'm sure Hector Ruiz probably knew what he was talking about when he estimated AMD's cost savings at 10-20% over Intel. This will change when Intel transitions to 300mm wafers. wbmw