Advanced Micro Devices Inc (AMD)

[subzero]

Intel has about 1,650 ft2 of logic manfacturing space ...AMD has a single 150 ft2 manufacturing facility for logic...

Your numbers are flat out wrong, deceptive and bogus.

First - you must be off by several orders of magnitude - 1650 Sq. Ft. of Intel fabs !!! - unless Intel and AMD are now manufacturing CPUS in closet space.

Now, let's look at REAL, VERIFIABLE numbers.

Intel has about 82% CPU unit market share - and AMD has about 16% - currently.

So, Intel produces - for Intel Architecture (x86) CPUs about 5.1 x as many as AMD (you were close on your number - the one place where you were close).

Intel's capital deprecitaion for year 2004 was $4.590 Billion and AMD's was $1.224 Billion.

The ratio is 3.75 to 1

Simply put, Intel produces 5.1x as many CPUS as AMD produces with only 3.75x the capital equipment depreciation.

Of course, Intel also produces all their Flash Plus all their chip sets PLUS all their Xscale processors plus all their WiFi chips, etc. - with this depreciation and AMD produces all their Flash chips with their depreciation - since Spansion's finances are bundled with AMD's.

And Intel's total IC unit output must greatly exceed the 5.1x ratio of Intel/AMD CPU output - yet Intel does this with ONLY 3.75x the capital depreciation.

This is NO WHERE NEAR accounts for the "15 times the plant capacity" that you claim.

Another way to look at it is AMD's and Intel's publicly declared Property, Plant and Equipment valuation for 2004.

You can look these numbers up - just as I have - and they come to: $$15,768 Billion for Intel and $4.234 Billion. In both cases, these represent the CURRENT DEPRECIATED value (as of the end of 2004) of Intel's and AMD's fabs, assembly plants, equipment, owned office space, etc.)

The ratio of Intel Property, Plant & Equipment to AMD - 2004 - $15.768 Billion/$4.234 Billion = 3.72

So - we get roughly the same answer - either through comparing yearly depreciation of fabs, property and equipment - or DECLARED value of property plant and equipment - and that is Intel has roughly 3.75 times as much capital spent as AMD - and the bogus amount of floor space that you make up out of your wild lies has no value whatsoever - unless Intel is buying fabs a lot cheaper than AMD by a factor of 500% !!!

In conclusion, Intel spends 3.75 times what AMD spends on equipment, fabs, offices, etc, and produces FAR MORE than 5.1x the unit volume that AMD produces - by any measurable, verifiable means.

So quit your phony bogus lies. They are pathetic.