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 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: heatsinker2 who wrote (148544)	1/20/2005 6:16:06 PM
From: mas_	Read Replies (1) of 275872

So what does AMD do, continue with notion of one dual-core FX model or have say a new range, e.g. the DX, which spans more than one bin ? I think they need the latter leaving the FX as it is but rely on the higher performance of their dual parts to charge more than Intel although the parts will be a similar size to the current 130nm Opteron (~190 sq mm) and if they are getting $200 asp min does it really matter that market share goes down due to capacity constraints ? Hopefully Chartered will come on stream later this year to help out. I do think AMD has no choice but to follow in a fashion as this is where Intel is leading the market and it needs equivalents even if fast uni cores are still its main desktop priority.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next