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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.44

+8.3%

Feb 6 9:30 AM EST

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To: Dan3 who wrote (254865)	7/28/2008 12:27:40 PM
From: gugie	Read Replies (2) of 275872

"tri-cores are primarily a market segmentation effort" How about "tri-cores are primarily a marketing spin to sell die with one defective core"? Friend of mine was in Dresden working on particle issues for his employeer (AMD vendor), after work one day he went out with one of AMD's process engineers. The guy told hime they were having a hell of a time yielding good quad die. A month or two after that I started seeing tri-cores on the market. Why would AMD intentionally disable a core and sell it as tri-core when they can get more money, for the same cost, for a quad core? It's not like they can drive the market like Intel did with 386SX vs DX... So they bin die as tri vs quad. Good for them, they get revenue out of defective quad core. Checking prices online, tri-cores at retail get ~$10-15 less than comparable quad. To say it's a market segmentation effort is technically correct, but it masks the root cause (defective core). If they didn't have to, why give ammo to your competition's PR group?

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