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

To: eracer who wrote (149137)	1/26/2005 1:39:53 PM
From: dougSF30	Respond to of 275872

1M Smithfields from Intel is a niche product that does not require an answer from AMD. OTOH, 10M Smithfields costing Intel $100 in profitability each costs them $1B in earnings, which shareholders would "not like", to put it mildly. Smithfield is a face-saving move for Intel, even if it really isn't a true dual-core part.

To: eracer who wrote (149137)	1/26/2005 1:58:00 PM
From: Petz	Read Replies (1) \| Respond to of 275872

You guys are VASTLY underestimating the cost ot Intel's margins of a wholesale abandonment of single core chips. Even a 2.8 GHz dual core is at the cutting edge of what is achievable within the absurd 130w power envelope. I would estimate that less than 50% of functional Smithfield parts will even reach the 2.8 GHz binsplit level. And the functional dies will only be 50% of total dies, and total dies will only be 40% of Prescott dies. Intel cannot manufacture 45M Smithfields in a quarter, period. Petz