Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (59109)	10/18/2001 3:57:14 PM
From: dale_laroy	Read Replies (2) of 275872

>The real cost to AMD would be the limit on capacity. If Intel can force AMD processor die size to grow, and cap the capacity at say 30 million CPUs, or 20% or less of market share, Intel will have a free hand in creating "shortages" of some desirable parts, and charging $500 or more for those processors. Nevermind the fact that Intel will have capacity to take 500% of the market share.< The problem with this is the potential for outsourcing to foundries (or leasing a fab). What happens if Intel forces AMD to increase L2 cache size only to have AMD outsource production to USMC, Motorola, or IBM? You also assume that the average consumer would be sufficiently aware to know that P4 has 1MB of L2 cache versus 512KB for Clawhammer. The fact is that most purchasers of PIII are unaware that it has twice the L2 cache of Celeron.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next