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

To: Bill Jackson who wrote (167825)	7/9/2002 6:35:04 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

0.13 seems to be working, parts are shipping? AMD has a few parts... with no overclocking headroom. In short, the 0.13 micron process is a complete dud without SOI (because they blew the transistor scaling trying to keep 0.18 competitive). I'll stand by my original statement. AMD has lower costs than Intel and will soon attack areas where Intel had a monopoly. That will bring down ASPs acroos the board. I've heard that song and dance before. AMD has an inferior product in the K7, with limited scaling, and no 300mm. They are moving to an expensive 200mm SOI process (both in terms of increased wafer cost and depressed yields), so even with a die size advantage, I don't see them as having a COG advantage. If AMD truly had a COG advantage, they would have far healthier gross margins and would not be losing money. In fact Intel has tried and failed to kill AMD for years now. I disagree with that statement. By and large Intel, especially in recent history has not tried to "kill" AMD. The reason for this behavior is because they had the DoJ breathing down their necks. Remember, the anti-trust activities of the DoJ against Intel were quite active until a year or two ago. The reverse is quite true, however, and it has cost and continues to cost AMD dearly. Again... I see no facts behind your thesis... only some very wishful thinking and inaccurate caricatures.