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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (79184)5/3/2002 2:18:49 AM
From: ptannerRead Replies (1) | Respond to of 275872
 
wbmw, re: Does it matter? T-BredS at 50mm^2

From the point of view of whether AMD has enough production capacity it seems important. WRT cost of production I think both AMD and Intel are heading to a position where their production capacity exceeds demand so pricing will depend on how much product is offered to a market with limited elasticity relative to CPU price. They could give CPUs away but the systems would only be slightly (10-20%) less expensive.

-PT



To: wanna_bmw who wrote (79184)5/3/2002 8:48:05 AM
From: Charles GrybaRespond to of 275872
 
wbmw, I agree completely unless AMD can move that core to the embedded market or something. Thr T'Bred will not be in Prescott's League if Prescott comes in at 3+ Ghz and 1MB L2 Cache and 533+Mhz FSB

C

p.s. It would make an awesome upgrade path to everyone who bought Socket-A thunderbirds though.


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