Originally posted by: Idontcare
Originally posted by: GFORCE100
Well that's one end of the stick, the other, which I personally believe to the most viable one, is that K10 yields have been poor enough to leave AMD with a big load of Phenoms with only 3 fully functioning cores. Now AMD will attempt to shift these as tri-cores to try and recoup some lost finances due to the poor yields. How much can they recoup? Not a lot I reckon, with prices as they are on the Phenoms 4x's and Intel's quad core Q6600, the tri cores need to be below $200 for sure, more like $150. It will be some fresh money for AMD, but nothing write home about.
Ah, working off the excess inventory of existing B2 chips from Q3/Q4 ramp...
Now that would be clever and smart move. I hadn't considered that AMD might be sitting on a large cache of unsold B2's.
But if they are, then fusing off one core and selling them as tri-core's to the desktop market (where TLB is never going to be an issue) is an excellent way to move that inventory rather than take a write-down.
IMO this would constitute a clever move on AMD's part, do you agree?
Originally posted by: GFORCE100
AMD will scrap the tri-core idea the moment it gets its yields up, be this at 65nm or 45nm. The tri-core idea only surfaced once AMD realized its yields are somewhat poor. They would prefer to sell you a 4 core at a lot more money than a 3 core at considerably less. It really does make a cock-up of AMD's pricing to be honest. The X2's on the low end limit how low prices can go, but on the Phenoms it's the same story. It's not as if the Phenom X4's are priced high.
I would expect AMD to at least explore the options of directing tri-cores to the laptop markets with their reduced TDP and improved power management options (versus X2) before entirely abandoning the tri-core model.
It doesn't raise AMD's costs to fuse off a clock-speed limiting or yield-limiting core and resell it as a laptop performance part. It would cost Intel money to sell two wolfdales with one core fused off in an MCM. So AMD does have an opportunity here, not that all opportunity are pursued even if viable, that's where business priorities come in.