Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

Anyway you are sidestepping the critical point that
with Athlon vs Willamette AMD had a substantial cost
advantage while with A64 vs Prescott it is probably
at a substantial cost disadvantage.

Quite right. This is why the sub-$150 market is shot close for A64, they just can't sell there at profit. And this is why AMD is forced to sell some of A64's into sup-$500 market as Opterons. In normal conditions they wouldn't have to do that.

The dreamer's talk of inflicting material "damage" on Intel is laughable.

I think we just discussed this week that Intel officially announced that price war is over. Please scroll down if you missed that. As AMD has absolutely no power to sell at volume in low-cost market, Intel's market share is protected firmly and there is no matherial damage.

In opposite, AMD is probably very happy to see that Intel is starting to sell some P4's into the $600-$700 area. That must give them breath, too.