Intel Corp (INTC)

[alan81]

I agree they can maintain revenue...
if they can generate enough silicon. AMD should get about 1 X2 die for every 3 Athlon 64 die... thus to maintain unit output they need to triple silicon output. Now, as you have noted, as ASP drops the potential volume will increase, so to actually maintain revenue at the lower ASP's will require more than 3X the silicon area. That is going to have a pretty dramatic effect on gross margins and profitability for AMD... no?
--Alan