Advanced Micro Devices Inc (AMD)

[jhalada]

Elmer,

I believe the term I used was die cost of under $6.00 assuming good yields.

I don't know about their model and how it takes capital expenses into account, but I just presented my "model", which I think is sufficient proof that their model is not realistic.

Run the numbers for yourself and raise your volume shipments much closer to 200 million units:

But not in the 2 leading edge 300mm / 90nm fabs. Also, it is not clear if the 2 of these fabs can supply all of the x86 microprocessor demand, which is, as I said, 100M to 120M for Intel.

Joe