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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: BUGGI-WO who wrote (237337)7/27/2007 11:29:50 AM
From: rzborusaRead Replies (1) of 275872
 
Buggi,
WBMW said something ~ "Market for Qcore is still small."

You said, "When we further speak about Intel, we have to take into
account, that they could use 2 relatively small die for the
Quad Core. What has AMD to do? They have to build a near 300
mm^2 monolithic DIE."

Actually AMD will build wafers. ;-)

Does anyone know weather or not a Qcore can be separated into two dual cores? I rather doubt it. If it were so, there would be almost no penalty for Qcore production. However, a QC can be certainly be salvaged as one DC.

I can envision a wafer with the sweet area populated with a few Qcore, the rest with standard fare. The ratio of QC that make the cut would be the critical factor.

AMD is not likely to abandon the low end, so QC ratio needn't be high, consistent with guidance. If demand for QC Barcalounger is large, the price will be higher, to balance demand.
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