@Pirasa - K10 intro
It seems like you doesn't get the big overall picture, which
we discussed here a few times. Barcelona will look good in
Servers, mostly in MP systems, no question, but ask yourself
what AMD could command for the "old" lines at this time and
this will be still the wast majority of sales in the first
1-2 quarters at least. Keep further in mind, that Intel puts
new CPU and Chipset modells in place -> you could estimate,
what prices you could get for a 2G part, you could be sure not
that much.
In the desktop area you are hopefully well aware of the
ongoing ASP crunch - looks brutal for AMD. Look further to
Intels Q6600 which is NOW!!! at 266$. Go ahead in time, when
AMD launches Desktop parts (Q1-08) and look what Intel will
be able to do at this point. A Q6600 will be a 180$ part -
very likely and I'm not speaking about the new Penryn parts,
which have even higher IPCs. A 2,6G K10 QC Desktop part will
be a 160$ CPU in Q1-2008, not more and try to guess, what
AMD could get for old DC parts, not alone K10 DC. And it
should be clear, that Brisbane will be by far the major
volume driver in 2008. Brisbane = Sempron at this point.
BUGGI |
