Advanced Micro Devices Inc (AMD)

[blauboad]

To assume that Intel and AMD price the same way is to assume their products are subject to the same capability/forces. They aren't IMHO. AMD has a few enthusiasts who will pay a premium price. At the same time AMD has real difficulty producing premium products so they need to control demand. Intel may not have the same restrictions.

Intel is also restrained by demand and supply, albeit to a lesser extent given their dominance and resourced. If they weren't, the Celeron wouldn't exist. Best Buy would be all .65 dual-core Itanium clusters.

It seems to me that AMD's production is going quite well, certainly on the bulk process. IMO, Barton's problem is a demand and not a supply problem. But this is an educated guess.

In reality, we have no clue what yields are on Barton or P-M and no easy way to guage demand. Interpretation on this matter tends just to reveal the interpreter's bias.