Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.84

+1.3%

10:25 AM EST

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To: Petz who wrote (76347)	4/3/2002 4:02:29 PM
From: Joe NYC	Read Replies (2) of 275872

Petz, Growing market share via $50 processors is a good long-term strategy for the consumer and small business market. It's called "repeat business." I don't believe it is a case at this time. I think a $75 dollar Palomino with QS ratings just below the discontinued products (at this time 1600 down to say 1200) would be easier to sell, more of them would be sold, and it would produce more repeat business. AMD could make them at Austin, very reasonably up to 1600+ (1.4 GHz), since they are making Morgans now up to 1.3 GHz. What is the cost of additional die space needed to get 196K L2? The die size increase in < 20mm^2, and the cost is less than 20% (the packaging shipping is already paid for), fab utilization is low. The entire difference may be the cost of 20% more blank wafers. BTW, what is a ballpark price of a wafer? Joe

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