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


To: mas_ who wrote (254864)7/28/2008 7:13:20 AM
From: Dan3Read Replies (3) | Respond to of 275872
 
Re: If they did tri-core Phenoms would not be produced in quantity

Mas, I don't think the reason for the tri-cores is defective cores, as many here are portraying them. The tri-cores are primarily a market segmentation effort. The reason you see such hysterical antagonism towards them from the Intel crowd is that Intel cannot produce a tri-core. Mixing a single core and a dual core on one bus (which is all Intel is capable of doing at this time) would result in unbalanced cores and random performance problems.

Intel does not have the technology required to produce a tri-core. If tri-cores become popular, Intel has a big problem.

Keep in mind that the variable cost of any CPU from either AMD or Intel is about $25 for AMD or Intel (Intel's costs are probably a little higher for their quad cores, since they must produce and test 2 cores, then package them together, then test that module).

The whole business is about recovering the fixed costs of design and FAB investment. If you use a foundry, then you have to help the foundry recover its fixed costs - TANSTAFL.



To: mas_ who wrote (254864)7/28/2008 10:29:29 AM
From: Elmer PhudRespond to of 275872
 
mas -

Sound reasoning. I'm shocked!

The 0.03 target is no doubt for that single step, not all the layers.