SI
SI
discoversearch

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 243.98+4.5%Nov 10 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dougSF30 who wrote (219447)12/7/2006 2:30:01 PM
From: fastpathguruRead Replies (2) of 275872
 
1. No one wants to buy a "defective" product, which is what Tri-cores would be instantly identifiable as, because AMD will not fab any perfect 3-core dies to sell alongside them. Selling them as DC parts avoids this problem, because AMD will sell "non-defective" DC parts, too.

Really? Are you sure? Ever been to Marshalls?

What if AMD sold "defective" tri-core parts for the same price as "perfect" dual-core parts, offering a 50% performance benefit as an incentive to overcome their "distaste?" I bet they'd get popular with the overclocker crowd REAL quick.

2. Not enough segmentation. If AMD were to sell QC, 3-core, *and* DC parts, things get too crowded. So they'll stick to QC and DC.

Yawn... Make them Limited Edition. Mark them as duals but put a special code on them for the enthusiasts. Upgrade your "4x4" to a "Six Pack." Gosh, whatever would marketing do with a unique branding opportunity that includes a free 50% performance improvement? I wouldn't hide it, I'd embrace it.

And as an investor, I'd be happier knowing that AMD is squeezing every last drop out of their capacity, and not leaving performance and opportunity on the table.

AMD will still salvage QC parts, but they'll sell them as DC, not fantasy "Tri-cores".

I hope this helps.


Sure. I just hope AMD marketing has a little more imagination than you allow yourself.

fpg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext