Jim,
Thank you for introducing that link to me.
I estimated the cost of a P-MMX at $46, BusinessWeek at $50; for P-II, I at $80, BW at $103; for P-Pro, I at $168, BW at $144. The biggest discrepancy comes from K6 which I estimated at $106, BW at $70. Well, among all these CPUs, I am the most confident about the K6. Lehman Brothers basically gave that number to us, 1M K6 with COG + M&A + R&D of $180.7M, or $106.3M of COG. Cost of K6 = COG / number = $106.3M / 1M = $106. Would you say that we should not be taking LB so seriously?
BW's K6 at $70 is when AMD is commanding good yield. Here is another perfect example how these top brokers are still trying to keep AMD price artificially high, so these guys can dump the stocks to gullible investors like these folks at the AMD thread, or perhaps you, too.
John. |
