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

To: smooth2o who wrote (214982)	10/25/2006 9:00:58 PM
From: combjelly	Respond to of 275872

"We have to be in 45nm before that can happen," Hmm. Good point. Now what process does AMD have planned for late 2008 or 2009? Oh yeah...

To: smooth2o who wrote (214982)	10/25/2006 9:32:54 PM
From: pgerassi	Respond to of 275872

Dear Smooth2o: Then Intel can't make any money with any Centrino notebook with integrated Intel graphics. Which are most of them. The average Core Duo CPU is more than $140. $60 goes for the NB with the integrated GPU. There is $200+ for the CPU and GPU. Are you claiming Intel doesn't make any money with this combo? 48 GPU pipelines may require 300mm2 at 90nm. But low end discrete GPUs use just 4 pipelines at 500MHz which would only need 25mm2 at 90nm and 12.5mm2 at 65nm. And they wouldn't run at just 300MHz. More like in the 1-2GHz range. That low end integrated GPU would be like 12 pipeline 500MHz upper mainstream GPUs. 12.5mm2 isn't much compared to around 150mm2 for everything else. I could see as many as 4 of those GPUs on a DC K8L. What would you pay for a 12 pipeline Radeon X1K type GPU at 500MHz plus a DC K8L? $199 for the GPU (12 pipelines at 500MHz) and $200 for a 2.2GHz DC K8L. Thats over $400, quite a bit more than the $200 your talking about especially as the marginal cost is below $50. Intel's marginal cost for the same setup (2.2GHz C2D, Geforce 7600GT and NB) is $150 ($30, $110 and $10 respectively). AMD will make tons of money at $200 while Intel would lose money at the same $200. What doesn't make sense is not including a GPU at 12.5mm2 on a CPU. Just another area where Intel will be behind AMD by at least two years as Intel is likely not to have the equivalent until 2010. Pete