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

To: pgerassi who wrote (214909)	10/25/2006 2:33:10 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: Second, you failed to notice the key word in the Orton sentence, "help". Of the $200 to $300 difference in price, only some of that would come from the CPU+GPU. I figure that to be about $50 of the difference. Mostly that is the cost of a good GPU. AMD already saves the cost of the NB. OUCH! You sure can dream up the nightmare scenario for AMD! If AMD's revenue was $40 from a Sempron and $25 from a chipset, you are now claiming AMD will be selling a CPU/GPU combo, and a southbridge, AND have to integrate PCI Express into the CPU or southbridge all for the low, low price of $15? Even considering that the $50 example might include a 25% markup AMD's revenue would only be $25. Even I'm not THAT pessimistic.