Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (195172)	4/26/2006 3:38:35 PM
From: BUGGI-WO	Read Replies (2) \| Respond to of 275872

@Joe - again MIX " But, beyond short term positive effect, I don't see a long term improvement from CPU mix going SC to DC. " Of course, who is saying/assuming this? I think most people (if not near all) will agree. " But I don't think ASPs of the processors will go up, over time, just on the basis of increasing number of cores. " Again, of course - I assume the same, but does this has to mean, that AMDs ASPs couldn't increase? I asked this question from time to time and noone could answer this yet - why should Intel command a 25-30% higher overall ASP with no better or even equal products in the LONG-TERM! ??? " I think the mainstream CPUs will continue to be in 75 to 175mm^2 range, prices will be what they are, but number of cores will go up. " No question, I also don't see why I should say otherwise, when I let some high-end SKUs with more mm^2 beside. BUGGI