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

To: dougSF30 who wrote (148646)	1/21/2005 3:06:16 PM
From: kpf	Read Replies (1) \| Respond to of 275872

doug Yes, that is what it means. Intermediate is the best synonym for the term mezzanine which is indeed not commonly used in this industry. I made this remark to point out it is not the most rare parts coming out of the process that will be used to make Smithfield. Pricing is set according to price/demand elasticity. Simply put, pricing tells you the ballpark of Smithfield volume Intel expects to churn out from the process, referring to the origin of thread. And you are welcome. I thought I should occasionally offer you something valuable for the unnecessary Newcastle-Godot treat i gave you a while back on iHub with apologies, which I hereby do. Having been wrong there is evidence that even if you understand the underlying principles you still can draw wrong conclusions if you are only off enough in estimations of design and/or process parameters. :) As an encore: From the very same underlying principles of AMDs dualcore-process whose filets go into serverspace obviously, there is not only filets coming out of the process but meat for groundbeef as well. Consequently I would expect AMD to counter the Smithfield-offering with a 2x512KB L2 specced DX offering (or whatever folks will call it). AMD is in the better position processwise in terms of powerdraw-distribution and for the backend side (MCPs are fairly expensive there) but in a way worse cost situation due to a 200mm die - even with a whole lot of redundancy - and capacity, naturally. In essence, probably they won't come down to 240 Dollar for an offering. But I guess they will have something starting from 400 Dollars or so. Iaw expect a benchmark rain into Smithfield launch parade. Although it probably won't hurt Smithfield too much, for people out there dualcore is dualcore, who cares what is under the hood. K.