Originally Posted by
JumpingJack
Yeah, the industry won't let it happen. Large OEMs will shove these into low end boxes and sell plenty, as a result AMD will continue with volume.
There are a few critical problems I see for AMD at the moment.
a) The die size is huge and the margins will be small as they must price these to be competitive, they did not regain any pricing leverage.
b) Yields, despite what AMD tells it's investors, are not great -- Barcey is still a no show, and the initial reports is that the availability of Phenom will be scant.
c) Clock speed.... clock speed.... clock speed. While AMD down played it's importance, it is actually still part of the performance equation (Performance = IPC*Clockspeed) and the poor launch speeds is really hurting, the must work to get these up to help boalster the ASPs.