Intel Corp (INTC)

[Elmer Phud]

DewDiligebce -

Please note that these figures do not even include any allocation for R&D costs – just the actual cost of goods shown on the P&L statement. The arithmetic yields a cost-of-goods range from $105 for the low-end version of Banias to $204 for the high-end version. Hence my original comment that INTC cannot sell Banias at a profit for less than $100. Regards, Dew

We welcome other points of view here but you're way off base on this one. By excluding R&D the cost of Banias will probably be well below $25, regardless of speed. It's easy to calculate based on wafer cost and die size.

EP