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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: fastpathguru who wrote (199881)6/1/2006 2:25:59 PM
From: eracerRead Replies (3) of 275872
 
Re: AMD can compress the price range between value and performance, knowing that the up-sell avenue of choice will be upgrading from 1 socket to 2. ASPs are going to climb.

Why are ASPs going to climb? Conroe should decimate Athlon 64 FX sales over the course of the next year. Other AMD CPUs are going to feel pricing pressure as Conroe market share grows and Pentium D prices plummet.

Re: IOW, the question on the consumer's mind will be "1 AMD FX vs. 2", not "AMD vs. Conroe".

The question for the high-end gamer will be "Why do I want to spend an extra $1000+ for two hot CPUs, a super-extra-heavy-duty power supply, and added noisy fans when I can get equal or better gaming performance from a less expensive Conroe/Kentsfield system which will use 150W less than the AMD 4x4 system?"
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