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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Joe NYC who wrote (39520)5/14/2001 10:24:01 AM
From: dale_laroyRead Replies (2) of 275872
 
>Expectation of low volume is the strongest reason I can think off. Another may be potentially higher power consumption and lower max frequency. (but larger die should be able to negate some of it).<

This is almost certainly the reason, but AMD is making a mistake in not offering large cache variants simply because it leaves one final high margin refuge for Intel. If AMD were to offer large cache variants, even at volumes that would not justify their production, this would be sufficient to bring Intel's large cache Xeon prices tumbling down, which would make slashing prices on desktop processors even harder for Intel.

Imagine, if you will, AMD producing 1MB and 2MB variants of Pony, while salvaging 768KB and 1.5MB variants by disabling four of the sixteen ways in parts with defects in the L2 cache region. If AMD were to sell the 768KB L2 cache salvage variant at the same price as Intel's 512KB L2 cache Xeon of the same speed grade, and the 1.5MB L2 cache salvage variant at the same proce as Intel's 1.0MB L2 cache Xeon of the same speed grade, as well as offering the fully qualified 1.0MB and 2.0MB L2 cache Ponies at higher peak speed grades than PIII Xeon, this could result in major price erosion.
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