Advanced Micro Devices Inc (AMD)

[bobs10]

Undoubtedly we're talking high-end chips with small volumes of dual core processors, at least at first. Got to wonder how many people will be substituting 1 dual for 2 processors. Might not amount to much in the big scheme of things, but if a dual takes up significantly less die real estate than 2 processors it could have significant capacity implications for both AMD and INTC. Even if the difference is only 10% to 15%, when you add a lower total cost for things like chip sets and MoBos along with less total testing etc., dual chips could prove enticing from a strictly economic point of view.

These seem like a natural for AMDs HT. Talk about a path for easy scaling.