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

To: rzborusa who wrote (201304)6/9/2006 10:12:19 AM
From: hammerfall_prophetRead Replies (2) | Respond to of 275872
 
One detail I don't see mentioned in this discussion is die sizes.
Intel's larger L2 cache doesn't come for free. The degradation of parts yields is proportional to the square of the die size. The whole concept of Intel "squeezing" AMD with Core 2 parts pricing seems like an Intellitubbie pipe dream, when Intel's cost of Core 2 production parts must be significantly higher than AMD's cost of production of competitive parts at same clock.



To: rzborusa who wrote (201304)6/9/2006 12:40:50 PM
From: dougSF30Respond to of 275872
 
Yeah, and also sell the high end core 2 parts by appointment only.

In terms of numbers, that will be more than what AMD sells in higher-end X2 parts, so it will be sufficient.


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