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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST
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To: pgerassi who wrote (248608)3/11/2008 12:03:41 PM
From: chipguyRead Replies (1) of 275872
 
It is clear that Intel has engineered smaller die size
variants of its standard dual core 4 MB 65 nm NGMA
device. That is a costly exercise and the break even
point of sales for doing so vs fusing off full size devices
is fairly high perhaps in the tens of millions of units
range. Intel may or may not recover defective full size
devices as single core or reduced cache dual core
SKUs but even if it does they represent an extremely
small percent of total single core/reduced cache SKU
sales.
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