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subzero

06/18/03 12:54 AM

#5552 RE: Dan3 #5551

How do you explain this?

AMD - $6.58 /share - a twenty five year low?
Especially in light of what you claim is AMD's strongest product folio in their history?

-SZ

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chipguy

06/18/03 1:13 AM

#5553 RE: Dan3 #5551

I agree with you that Athlon-64 will not be a cheap chip to produce. Where Barton has a variable cost
around $30, Athlon-64 will probably cost AMD $60 to $75 to produce, at first.


A multiple of 2.0 to 2.5? Get real, AMD would be lucky to eventually get a cost multiple
that low if A64 was a bulk CMOS device that ditched the HT links and used the Athlon
package.

Picture yourself in front of the systems lined up for sale on the shelves of Circuit City or
Comp USA. For a $1,000 you can get a 64-bit 2800+ HP. How much more are you willing
to pay for a 32-bit 3.4ghz P4?

The 64-bit system runs all the 32-bit software and all the 64-bit software to come.


No kidding? I didn't realize that HP-UX, OpenVMS, IRIX, AIX, z/OS, z/VM, VSE/ESA and
Solaris were all being ported to AMD64 along with all their associated applications and
middleware. Do you have any links to back up this incredible claim?