Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 232.57

-3.3%

1:57 PM EST

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To: dougSF30 who wrote (201094)	6/8/2006 1:19:48 PM
From: BUGGI-WO	Read Replies (2) of 275872

[edited 2.]@Doug - Price Moves // Grimes " It's wonderfully imaginative to suggest that Intel can cut prices significantly and in response AMD could do nothing and feel no impact, but that ain't the way it works. " Not a bad assumption ;-) ... you know as good as I'm, that AMD is really dependend (ASP) on MIX. We have discussed this al- ready in detail and you could search through my old posts - up to date, I haven't seen a "serious" answer from you, but I'm not ex- pecting this and it doesn't matter. The main crucial point for AMD will be, as seen by AMDs board members too, business wins. Retail tends to go massivly on the cheap side of the CPU market, so Semprons are a key seller with Low-ASPs. I'm not as sure as you, that Conroe from around 200-500$ will have a big impact in this "sector" when it comes to 40-80$ CPUs ... but it doesn't matter. So the key point in this price discussion and mentioned already enough times is the question how AMD could shift more demand to A64. X2 volume will AUTOMATICLY increase as prices reach more "resonable" levels, so I'm expecting huge QoQ volume increases (X2) now (Q2) and even more in Q3. Whether this will contradict our low-end ASP declines is only a question of how many low-end units AMD has to move? edit: @Grimes AMD list shows OLD prices ... BTW: not a single OEM/Distri bought the CPUs at these prices for a long time ... edit2: one example: - Athlon 64 3500+ (socket AM2 and 939) $189 (AMD list) - 3500+ TRAY around 125$ at distris (Boxed now 5$ more) BUGGI

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