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Technology Stocks : Advanced Micro vs Intel (AMD / INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (47)	3/16/2007 12:27:59 PM
From: Elmer Phud	Respond to of 2596

Sarmad any such theory would have to do with whether AMD's new chips can be manufactured at profitable cost. All else being equal, cost is a function of volume and volume is a function of market acceptance.

To: Sarmad Y. Hermiz who wrote (47)	3/16/2007 2:18:44 PM
From: mas_	Read Replies (1) \| Respond to of 2596

With Intel quad-cores only going as low as $266 you don't think AMD could produce a quad-core at a profit for that ? Defective core dies could be sold as duals or singles, even tris if there are enough of them, which would help the effective yield. Chipguy/Paul DeMone reckons a 580 sq mm Montecito costs $100 to make and Barcelona is just over half that size albeit double the cores and I would say $100 is a fair estimate of what a Barcelona costs to make.