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

To: Dan3 who wrote (159409)	2/20/2002 11:49:33 AM
From: wanna_bmw	Read Replies (4) \| Respond to of 186894

Dan, Re: "Be a pretty big chip, though. 400mm2 at .13? What do think production costs would be, $500 per chip?" According to Paul DeMone, McKinley turns out to be 420mm^2. The .13u Madison will probably turn out to be about 300mm^2. We know that Intel can mass produce 217mm^2 Pentium 4 CPUs for under $100. I imagine Madison will probably cost <$200, including the packaging, etc. Not that it matters, though, since Intel will be charging 10-20x that amount, and people will pay for it. Re: "It sounds exactly like what happened when $10,000 2-way Intel workstations went up against $50,000 2-way SUNs and Alphas a few years ago and walked away with most of the workstation market." The only difference is that Intel will still provide CPUs that go into servers as low as $500, or as high as $1,000,000's. There are market segments willing to pay any price for high availability, high performance solutions, and they would pay it with or without Intel in this segment. If Intel didn't go with IA-64, that segment would still continue to buy from Sun, IBM, and others. All that has changed is that Intel is now here to get a piece of that pie. And I know it drives the AMDroids green with envy. wbmw