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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: ptanner who wrote (79171)	5/3/2002 12:38:32 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

PT, Re: "Being a little curious I looked up the i845 chipset details and the chips are about 150 and 200 mm^2." According to page 10 of the link you posted, I'd say it's about 80-90mm^2 (given about 9-9.5mm per side). Not quite as big as you think, but the point is it's also a lot larger than Petz 30mm^2 estimate. I'm guessing that by now, 65% or more of the chipsets that Intel produces include the .18u based i845 northbridge, and that takes more than a trivial amount of fab space. And besides chipsets, I'm willing to bet that if Petz had more accurate information on Intel's embedded lines, that he'd find those also take more than a trivial amount of fab space. Intel sells embedded chips from all their previous processor families, from the 186 (sic), to the Pentium, all the way to the Pentium 4 (yes, even the Pentium 4 is an embedded chip). developer.intel.com I'm pretty sure that these take up more than a trivial amount of fab space, too. Plus, Intel's recent analysts meeting revealed that they had gained significantly in flash market share (above 30% now), and since these are migrating to .18u and .13u technologies, these will take more fab space, too. Plus, if Intel intends to grow their networking and communications businesses, they will be wanting to build fab space now for needed production in the future. The point is, Intel needs far more fab space than I've seen any of the AMDroids give them credit. To them, it's all about the CPUs, and maybe flash, too, but they think everything else is trivial. Well, it's not. wbmw