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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.54+1.6%Nov 28 12:59 PM EST

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To: eracer who wrote (201114)6/8/2006 2:07:55 PM
From: BUGGI-WO of 275872
 
[edited 3.] @Eracer - SC drops
"
Wow, that is a huge price drop!
"

When you factor in TRAYs, the drop is small. I could buy
a Tray (as written) for around 125$ for quite a while, so why
pay much more for Boxed Versions? The increase should be imho!
around 10$, which gives 135, so it would end up 20$ lower or
around -15%. (I know, that some Boxed sold for very high
prices in retail ...)

edit:
The spread (Tray/Box) was SMALL in the low-end A64 arena, but VERY VERY
HIGH on the mid/high BINs. So finally AMD decided to change
this policy - thats fine.

edit2:
-huge AM2 volume appears now in the channel - A64, Sempron and X2!!!

edit3:
-many new AM2 boards appeared too - price spread over comp.
939 boards now around 5$.

BUGGI
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