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

To: Paul Engel who wrote (153979)	1/6/2002 3:53:07 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"AMD will get to 2.33 GHz when?" Heck if I know. I was just playing with PR rating numbers. Like I said. I suspect the P4 has enough in the tank to stay ahead of the XP rating of the Athlon throughout most all of this year. I would like to see DDR displace SDRAM with P4 systems but I suspect the el cheapo boxmakers will still offer mostly P4s w/SDRAM for a while since DDR prices have gone way up. If AMD had the Hammer ready now it would be a different story but they don't and they will pay for it dearly as usual as the Mhz loser. That said, a couple upgrades and the stock might do better before it does worse. Jim

To: Paul Engel who wrote (153979)	1/6/2002 7:30:44 AM
From: Dave	Read Replies (1) \| Respond to of 186894

Paul, AMD will get to 2.33 GHz when? They can get to QuantiHz in just a few minutes. The time it takes to enter that number into a computer, hit the print button and wait for the printer to print labels.

To: Paul Engel who wrote (153979)	1/6/2002 11:24:51 AM
From: Windsock	Read Replies (2) \| Respond to of 186894

Paul - Re:"AMD will get to 2.33 GHz when?" Not in the next 18 months... and probably never with the AthWiper.

To: Paul Engel who wrote (153979)	1/6/2002 12:12:57 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Paul - So MPR is estimating NorthWood die cost at $55. 213.219.40.69 I think that's way too high. That would mean that at $2000 a wafer MPR is expecting Intel to get only ~36 good NorthWood die. That's AMD type yield. More realistically they probably mean total cost not die cost. Assuming ~$25 for packaging and final test that would give a die cost of ~$30 or only about 67 good die per wafer. Again AMD yield and way too low. My model predicts a yield of a little over 100 die per wafer for a normal fab. That would bring the die cost to around $20. All this assumes a $2000 wafer cost. EP