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

To: Dan3 who wrote (150890)	12/3/2001 8:34:28 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan, Re: "When Hector made that statement, most of Intel's sales were 90mm2 PIIIs and Celerons while AMD was shipping 120mm2 Thunderbirds and 100mm2 Durons. The few P4's shipping last quarter probably didn't bring Intel's average die size up to that of AMD's." This is Hector's actual quote. He clearly compared the die sizes of Willamette and Athlon XP. 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." wbmw