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: Elmer Phud who wrote (219533)	12/7/2006 9:28:50 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 275872

Intel is putting AMD's margins in a vise and squeezing them with the P4 from the low end and with the CMW from the high end. If you bothered to read my analysis, at 75% yield for 143mm^2 CWM,, you get 319 good die per wafer. At 84% yield (based on simple Poisson model) for 81mm^2 Cedar Mill, you get 639 good die per wafer (319 dual core) The cost for Intel to produce them in fab would be the same. Are you going to tell me customers would prefer dual core P4s? Now, at 45% CWM and 64% CedarMill, you do see the approx 23% yield advantage as outlined in Otellini's paper for the two die approach. Coincidence right? THE WATSONYOUTH