Replies to post #26765 on Advanced Micro Devices Inc (AMD)

[HailMary]

You are trying to reconcile the money that has gone into IPF in total with the revenue generated in one year.

Yes I was doing that. Ongoing profitability is more important going forward. On that level, I'm sure they are getting incremental dollars out of it.

n terms of revenue, I think you are being conservative about ASP. I think it's closer to $1750

I was saying profit of $1000, not ASP. As they try to grow the market, the ASP will recede downward significantly.

The bottom line is Intel should keep IPF alive as it is making an incremental profit, but nobody will ever try to do a new architecture like this again as recooping the original investment is unlikely.