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

To: eracer who wrote (214921)	10/25/2006 6:14:48 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

eracer, I did refer to desktop CPUs being given away, not all of their CPUs. How high are AMD's ASPs going to be on desktop systems that sell for $100-$200? I think the way to view this as a new segment that does not exist yet. I doubt that AMD is planning on this CPU-GPU as one size fits all. There will probably be something in range of Geode for the low end (such as what goes into the $100 laptop) all the way to mainstream, and eventually high end. The CPU-GPU merger was inevitable, and if you have read my posts over the years, I kept talking about it for long time. Now, it merely changed from a possibility out there in the future to a concrete plan (details of which AMD has not released yet). I just did not envision the way for AMD to get there would be by spending some $5 billion. I am sure many posibilities were considered, and the time to market and IP issues must have weighed heavily. The cost of inaction, being late, or with inadequate solution also needed to be considered. AMD stated their first goal is to dive right down into budget territory in late 2008/2009. Only later they plan to offer chips with higher performance. Sounds like AMD will be making a market share grab early even though it means no return, or even a slightly negative return, for long term investors. I think feasibility is what determined the course of action. The high end discrete graphics is getting into >100W territory, with insane memory bandwidth. Something big has to happen to enable addressing the high end business. Joe