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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: niceguy767 who wrote (198954)5/27/2006 10:16:15 AM
From: dougSF30Read Replies (4) of 275872
 
What's happening with these Core Duo notebook prices?

That's called a pricing waterfall. You know, when you introduce a faster part, in this case Yonah 2.33GHz, it gets the old "top price" of the 2.16GHz part, and so on.

The top Turion X2 @ 2GHz performs about like the Yonah 1.83GHz part on most stuff, a little faster on the remaining. It's in between 1.83 and 2.0GHz Yonah. In June, then, Intel will have ~2 AMD-speedgrades of performance advantage over Turion X2, unless AMD can release faster parts. In August, that'll jump to the equivalent of about 3+ AMD-speedgrades, with Merom 2.33GHz performing like a 2.7GHz Turion X2.
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