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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 206.11-7.8%3:59 PM EST

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To: grimes who wrote (201080)6/8/2006 12:40:45 PM
From: BUGGI-WORead Replies (1) of 275872
 
[edited] @Grimes - SC parts
Some distris have already updated to new prices. AM2 Boxed
now UNDER!!! 939, which will be corrected in the next week.
I said already a few times, that the 3000+ to 3500+ TRAY got
really cheap in the last weeks, now AMD cut the price on the
boxed version too, which the OEMs don't buy, so the OEMs got
better prices (Tray) way earlier ... (of course).
3800+ BOX around -40%. Venice = 512KB = small DIE ...

Edit: I really want to know, what Chartered is producing -
when you ask me (as said already), they will ship millions
of Venice and/or new F-Steps AM2 (SC). Why not choose Venice
with the small 84/86mm^2 DIE and low bin requirements?

BUGGI
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