Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Wouter

unless they only want to focus on HPC

With the yields implied by their published defect density number and the huge die size, they would do well to limit the supply, but they're not going to recoup their investment by only servicing the HPC market. Add in Phenom and at 283mm2, poor yields and performance problems I'm still wondering what it is that's going to get them back to profitability? Dual core with be just as much of a challenge against Penryn and they'll have to drop prices again just to unload those DCBBs.