Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: dougSF30 who wrote (196636)	5/13/2006 10:11:06 PM
From: heatsinker2	Read Replies (4) of 275872

"It looks like Intel's low-end 2.13GHz Conroe ($239 @ launch) will be at performance parity with an X2 4800+" But this is impossible. If the Conroe is this good, why would they sell it for $239? This might work if Intel had the capacity, but it's going to be a slow changeover. So if you have a limited number of chips to sell, you sell at a high price. Either the Conroe 2.13 is not that good, or the price goes up between now and launch date. Anything else is nonsensical. The only other possibility is that Intel has a secret megafab ready to flood the market, which seems mighty unlikely.

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