Replies to post #14870 on Advanced Micro Devices Inc (AMD)

[wbmw]

Paul, Re: I don't see how Intel's pumping out P4s necessarily has anything to do with their production of Banias. Different cores, different problems. Again, not that I think there's a problem, just pointing out the logic error.

I'd like to point out the logic error in assuming that Banias is production limited at 2M units/Q. I believe that was the assumption to which Chipguy was responding.

[Elmer Phud]

Paul -

In the absence of some custom circuitry, a defect doesn't know if it's fallen onto a P4 or a Banias. They don't discriminate. They're an equal opportunity part killer. It's defect density driven and not product specific. If Intel can make 30-40 million P4s a quarter they can make 60-80 million Banias'. It's purely a business decision how they allocate their capacity.