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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.73+5.9%2:17 PM EST
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To: mas_ who wrote (201223)6/8/2006 9:36:20 PM
From: Joe NYCRead Replies (2) of 275872
 
mas,

They milked the golden Venice E cow for as long as possible, now time to see how lean she can get ;-). Nice competitive prices and you can expect X2s to follow suit once Conroe tips up in Q3, this is what Hector meant by attack ;-). The X2 3600+ is a welcome addition to that range too.

I don;t really know if AMD has any parts that don't bin higher than 1.6 GHz.

I think AMD will need prices like these on X2:

5000x2: $450
4800x2: $400
4600x2: $350
4400x2: $300
4200x2: $250
4000x2: $200
3800x2: $175
3600x2: $150

Then we have (acording to the InQ):

3000:   $89
3200:   $99
3500:   $109
3800:   $139

In addition, AMD should add these SC products (and avoid number overlap):

4100:   $200  (2.6 GHz, 0.5MB L2)
4300:   $250  (2.8 GHz, 0.5MB L2)
4500:   $350  (3.0 GHz, 0.5MB L2)
.
FX55:   $300  (2.6 GHz, 1.0MB L2)
FX57:   $400  (2.8 GHz, 1.0MB L2)
FX59:   $500  (3.0 GHz, 1.0MB L2)
FX60x2: $500  (2.6 GHz, 1.0MB L2)
FX62x2: $800  (2.8 GHz  1.0MB L2)


Basically, end downbinning now!

Joe
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