By: Mark Roulo (markroulo.delete@this.yahoo.com), January 29, 2013 6:08 pm
Room: Moderated Discussions
someone (someone.delete@this.somewhere.com) on January 29, 2013 8:58 am wrote:
> Richard Cownie (tich.delete@this.pobox.com) on January 29, 2013 4:42 am wrote:
> > Very interesting analysis, thanks.
> >
> > I think the argument about area and cost - and Intel's processing advantage -
> > is all correct. What may be missing is the impact of the different business
> > strategies: Intel really wants to sell those server cpus at very high margins -
> > say 300mm2 of silicon for $1500.
>
> Market research companies like Mecury have indicated Intel server MPU ASP is
> around $300. The vast majority of units sold are two socket server MPUs that
> differ from PC variants of the same device only by feature fusing. The high end
> Intel server MPUs with 4 figure prices sell in relatively small quantities and using
> them as a strawman for Intel competitiveness in low end servers is fallacious.
I have seen this ...
http://investorvillage.com/mbthread.asp?mb=476&tid=10759150&showall=1
Can't vouch for the accuracy, but the claim is that the
average ASP for Intel server chips in Q2 of 2011 was ~$570.
The numbers look plausible ...
> Richard Cownie (tich.delete@this.pobox.com) on January 29, 2013 4:42 am wrote:
> > Very interesting analysis, thanks.
> >
> > I think the argument about area and cost - and Intel's processing advantage -
> > is all correct. What may be missing is the impact of the different business
> > strategies: Intel really wants to sell those server cpus at very high margins -
> > say 300mm2 of silicon for $1500.
>
> Market research companies like Mecury have indicated Intel server MPU ASP is
> around $300. The vast majority of units sold are two socket server MPUs that
> differ from PC variants of the same device only by feature fusing. The high end
> Intel server MPUs with 4 figure prices sell in relatively small quantities and using
> them as a strawman for Intel competitiveness in low end servers is fallacious.
I have seen this ...
http://investorvillage.com/mbthread.asp?mb=476&tid=10759150&showall=1
Can't vouch for the accuracy, but the claim is that the
average ASP for Intel server chips in Q2 of 2011 was ~$570.
The numbers look plausible ...