you didn't read what I wrote...
I wrote revenue / CPU unit, not ASP. It may not be the best way to look at this, but I think it adds clarity to the scale of the problem. For Every CPU Intel ships they collect $171 in revenue (including chipset revenue, flash revenue, etc...) and then spend $26 on R&D.
For AMD, for EVERY CPU they ship they only collect $92 in revenue, and then spend $26 on R&D. The point being R&D is already a much larger portion of the AMD budget than it is for Intel, and it is not nearly enough. Back to where we started talking about AMD falling off the process development curve and needing to increase spending to solve this problem. The cost of process development is going up 1.5X to 2X / generation and AMD is already spending a significant portion of their revenue on R&D, while Intel is not. Intel has room to continue to grow R&D to meet the escalating costs, while AMD is already over extended. Therefore, I predict the gap will widen, rather than contract.
--Alan
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