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 Technology Stocks : Advanced Micro Devices - Moderated (AMD)

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To: kepler2 who wrote (205229)7/13/2006 1:04:05 AM
From: combjellyRead Replies (1) of 272329
 
"But P4 parts also get much better in a month or two with much lower power on new stepping, and small die on 65nm makes them cheap to make while new parts ramp."

Power is still above the AMD parts for the same performance level. Also, are you sure the cost per die is less than a contract fab? Assuming that cost is really relevant in the face of packaging and test costs...
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