Mark Roulo (markroulo.delete@this.yahoo.com) on January 29, 2013 6:08 pm wrote:
> 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 ...


Right, but unless you think that the microserver vendors are likely to be going head to head with Intel 2S and larger systems, the relevant datum is the $252 ASP for Xeon UPs.