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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 206.14-4.1%Nov 25 3:59 PM EST
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To: AK2004 who wrote (200823)6/7/2006 9:56:18 AM
From: Sarmad Y. HermizRead Replies (4) of 275872
 
AK, regarding price drops. There was an Intel paper a year or two ago comparing production cost in 200mm fabs and 300 mm fabs. It claimed that when a product was moved from a 90nm process in a 200mm fab to 65 nm process in a 300mm fab, the expected cost savings would be 40%. I think that is the exact amount of the price reduction that Intel made in April.

So if before the price cut P4's (in their hey day -- y05 q4!) were getting 60% gross margin, then woody and siblings will also fetch 60% once the fabs are at full util.

Sarmad
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