Replies to post #24198 on Intel Corp (INTC)

[wbmw]

Re: Are you basing this statement on the humorous cost analysis of the Microprocessor report?

It's better than basing it on the humorous cost analysis of the Prudential Equity Group. Let's see what we have that could affect cost:

Intel:
- 100% 300mm factory network (advantage)
- Bulk si process (advantage)
- Mature 90nm yields (advantage)
- Smaller die 65nm ramp (advantage)
- GMs highest in the industry (indirectly suggests advantage)

AMD:
- 300mm factory volumes small, but ramping (disadvantage today, advantage late 2006)
- Exotic SOI, DSL, 10ML process (disadvantage)
- Larger dual core die size (disadvantage)

And you want to believe that AMD has the smaller cost structure. LOL, you are unbelievable Joe.