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

To: Reseller Mike who wrote (235568)	7/3/2007 1:04:17 PM
From: graphicsguru	Respond to of 275872

A 2S MCM server has 4 Intel dies, no? 2S Clovertown, for example. Compare the MB cost of a 4 die Intel server to the MB cost of a 4 die AMD server. The Intel MB is a whole lot cheaper. And the four dies are cheaper. Yes, the AMD dies are bigger, but the pricing difference is far above the difference in manufacturing cost. If AMD priced the Opteron 88xx dies differently and arranged for truly low-cost MBs, their 4 die servers (4S) could have taken a lot of share from the Intel 2S world. But that would have required out-of-the-box thinking that their marketing dept. lacked. What I'm saying is that AMD could have blunted the MCM by selling two packaged 8xx dies for a similar cost to an MCM. Then 4S/4 die servers would have entered the mainstream, and I firmly believe the additional revenue would more than compensate for the reduced margin.