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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.96+5.5%Nov 24 3:59 PM EST
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To: dougSF30 who wrote (201233)6/8/2006 9:45:59 PM
From: Joe NYCRead Replies (1) of 275872
 
Doug,

your higher-end X2 prices are WAY too high, given the price of Conroe 2.16GHz part: $224

Those would be my Q3 prices, when Conroe will be rare. Most of the volume would be 3800 to 4400, and AMD would not lose any share to Intel.

In Q4, 5200 and 5400 would be introduced, with waterfall down by 2 speed grades.

Joe
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