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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)
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To: Elmer Phud who wrote (58)3/16/2007 3:08:41 PM
From: mas_  Read Replies (1) of 2596
 
The spread between highest and lowest bin is what 25% so even the lowest bin will be above Clovertown according to AMD's claims. I take your other points onboard but capacity will also not be a problem if marketshare will fall as you claim. Also the die size matches Clovertown more or less exactly, 288 sq mm even if that is 2 separate dies. Obviously yields will be less because it's monolithic but if they can produce unique defect parts out of this like tri-cores then that will help get the value back from defective dies.
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