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

To: Petz who wrote (195083)	4/25/2006 9:03:10 PM
From: eracer	Read Replies (3) \| Respond to of 275872

Re: I think you are ignoring evidence that yields are bad on Intel's 65nm process. You can't buy more than 4 or 5 Yonah at newegg, and the cheapest one (1.67 GHz) is $240. You have to figure Intel is getting at least 3/4 of that -- $180. If the cost of production is really $30 as it should be, why did Intel keep the price so high and allow AMD to take notebook market share? Even with a lack of retail Core Duo notebooks, there is no volume available for the DIY'er either. Perhaps the price is so high because there is zero competition from AMD in dual core notebook processors? Could it be AMD is taking market share because Dothan, not Yonah, prices are too high? The 1.83GHz Yonah for $292 looks like a steal compared to the 1.86GHz Dothan at $248. If anything you are "proving" is AMD having the yield problems. Why does a 2GHz Athlon 64 X2 3800+ cost double that of its 2GHz Athlon 64 3200+ single core counterpart? Is it horrible yields for Athlon 64 X2, or is it just priced to market conditions? The same is true of Netburse 65nm. The cheapest one is a model 641 Cedar Mill, tiny die size, 3 GHz, that still sells for $177. And it has a quantity limit of 10. The cheapest dual core, model 930 is still above Intel's average ASP+markup at $226. The Cedarmill processors just hit newegg a few weeks ago and only carry a $10 premium over the old hotter 90-nm versions. I don't see any such markup on Reseller Mike's list. Looks like smart pricing by newegg rather than 65-nm yield problems. All of the really cheap chips that BUGGI has been telling us about are 90nm Celerons and P4's. The evidence says that Intel can't make ANY 65nm chips at a low enough cost to sell them below their average ASP. Looks like you are desperate to prove a yield problem exists for Intel when none of your arguments support it and would actually indicate AMD is having worse yield problems than Intel.