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Re: SemiconEng post# 16611

Thursday, 03/31/2005 9:11:39 AM

Thursday, March 31, 2005 9:11:39 AM

Post# of 151933
Good thing intel doesn't depend on memory sales as much as "some other company" does, eh? smile

Hmmm? Both AMD and Intel have the same direct exposure
to DRAM pricing: zero. In fact lower memory prices is good
for both AMD and Intel. It means either a bigger slice of the
PC cost pie is available for an upgraded MPU or the total
cost pie shrinks and PC unit sales go up. Either way MPU
revenues go up.




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