Replies to post #7049 on Intel Corp (INTC)

[kpf]

wmbw

Thanks for correction of 3000+ pricing-relation.

By the way, how do you find this pricing extraordinarily noteworthy

I receive the message from it that AMD is capable to deliver five-digits A64-volumes immediately and six-digits-volumes in Q4. Enough to populate the mainboards out and enough to satisfy the demand from early adoptors for moderate prices.
(Plus, silently correcting XP3200+ and XP3000+ TPR ;-) )
There is more to be interpreted from the implications from the process-side of it.
Giving up XPs 3xxx allows AMD to run its bulk-process for Bartons less aggressive - which should improve yields for Bartons significantly. Which allows to phase out Thoroughbred very soon - if not immediately or even already done.

Which effectively makes a trading up path for AMD. Which is essential to make a capacity constained manufacturing profitable.

K.