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

To: Joe NYC who wrote (169763)	8/22/2002 12:35:06 PM
From: wanna_bmw	Respond to of 186894

Joe, Re: "To offset the cost of higher layers, there is a reduction of die size," Which means that AMD's smaller die size is necessary to maintain lower costs with respect to a more complicated manufacturing process. Therefore, die size should no longer be lauded as a benefit, since it is merely necessary to remain cost competitive. Re: "and the last addition, improved ASPs compared to horrendous ASPs AMD would have been left with if all they had for sale for the rest of Q3 and Q4 were 2200 rated CPUs." Obviously, you are correct, or at least AMD seems to agree. Otherwise, they wouldn't have done it. wbmw