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

To: combjelly who wrote (152140)	12/11/2001 10:15:25 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

As I have said before, both AMD and Intel have problems with binsplits. The competition on MHz have left both companies with a fair percentage of product that they cannot sell because of their binning out at un-economic speeds. I tend to believe that AMD can sell a larger percentage because their products bin out higher, but it is a moot point. PIIIs (and Celerons at 0.18 micron) tend to bin out at around 866MHz or lower. But, unfortunately for Intel, they don't sell very well. XBox is God send as a result. AMD chips tend to bin out higher for a variety of reasons, but AMD does not have a good outlet for those chips that don't bin out at over 900MHz. I challenge your claims. I know you don't have a link to support your position but you didn't even present a plausable theory showing how Intel has poor binsplits and can't sell lower speed bins. With the ability to pretty well predict max frequency at wafer sort it would seem possible to divert lower speed die to celeron where the demand would use up the lower speed bins. So it is unlikely a large inventory built up of low speed parts. Furthermore, with continuous improvement it is also likely that Intel simply doesn't get any binsplit anymore as low as 866MHz as you claim they're at or lower. A year or more ago this was probably not the case. So yeah, you can call me an AMDroid, but I think that I am a little above that. Admittedly, I will troll every once in a while, but I at least try to be objective. I think that the PIII bins well below what an Athlon will on the same geometries. That's not what you said. I too agree that Athlon no doubt bins higher but you said PIIIs tend to bin at 866MHz or lower. I think you're way off here. EP

To: combjelly who wrote (152140)	12/11/2001 11:33:44 PM
From: wanna_bmw	Respond to of 186894

Combjelly, Re: "PIIIs (and Celerons at 0.18 micron) tend to bin out at around 866MHz or lower." Then please explain how Intel is able to sell the volumes they do for .18u Celerons currently at 900MHz to 1.1GHz. If only a small percentage are binning above 866MHz, I find it hard to believe that Intel is able to sell exclusively 33-233MHz higher than that. wbmw

To: combjelly who wrote (152140)	12/11/2001 11:44:32 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

JellyWomb - Re: ". PIIIs (and Celerons at 0.18 micron) tend to bin out at around 866MHz or lower." Why is it that Fry's, Circuit City and CompUSA are stuffed with 1 GHz - 1.2 Ghz Notebook computers (Pentium ///) and 900 MHz to 1.2 Ghz Celeron PCs? The fastest mobile AthWiper is stuck at 1 GHz - and there are only 1 or 2 of these per store - and THEY ARE NOT SELLING !!

To: combjelly who wrote (152140)	12/12/2001 12:01:33 PM
From: fingolfen	Respond to of 186894

I tend to believe that AMD can sell a larger percentage because their products bin out higher, but it is a moot point. PIIIs (and Celerons at 0.18 micron) tend to bin out at around 866MHz or lower. Do you seriously believe that? If so, then I have serious reservations regarding your level of knowledge about semiconductor fabrication... So yeah, you can call me an AMDroid, but I think that I am a little above that. Admittedly, I will troll every once in a while, but I at least try to be objective. I think that the PIII bins well below what an Athlon will on the same geometries. The P3 does bin below where the K7 bins at similar geometries, but I'd dare say not "well below." Remember, the gates on the K7 are currently running around 70 to get 1.6-ish GHz with precious little overclock . Tualatins have been overclocked to 1.5GHz with similar gates. I would think that the K7 core probably has at least a 100-200MHz advantage at a give gate length, but no more than 10-20% overall.