Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 256.12

+0.5%

Oct 31 9:30 AM EDT

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To: Elmer Phud who wrote (255521)	8/13/2008 1:13:14 AM
From: pgerassi	Read Replies (3) of 275872

Ephud: Considering that XO uses the 250nm bulk silicon Geode, they could simply run as many as needed through TSMC, UMC or Chartered at dirt cheap prices. Of course given enough volume, they could just shrink it to use 55nm bulk like their GPUs making it a very small die. It wouldn't cost a lot but, they would gain lots of unit share. Sell 10 million of them a quarter ($2 billion worth of XOs) and watch Intel gnash their teeth as AMD gets over 30% unit share. And since there are 160 million people born every year, 25% of that would equal 10 million per quarter. But it will likely be higher as it will take quite a while to get XOs to every child in the many nations that will use it. And the PR would be great for AMD. If your first laptop was powered by AMD, you would likely buy another as you upgrade. Pete

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