@Eracer - Mix " If future price cuts on Athlon 64 are bigger than Sempron why buy one of the faster Sempron models? "
Thats correct, when you ask me, AMDs wants to shift demand from Sempron to A64, which is a better product. I'm not the only one here who thinks that AMD should introduce faster SC A64 modells NOW!!! and they will compete EXTREMLY WELL against all SC which Intel has - keep in mind, that these are HEAVY volume sellers, just alone Celeron is a big big unit driver for Intel. Also keep in mind, that many Business SKUs use Celeron as a base, so if AMD puts the A64 WAY WAY above 5xx/6xx with Price/Performance, it would be a "desaster" for the BIG BOYS (OEMs) to "forget" A64 or to not just use it - also beneath Conroe, which will appear later here too - of course. So its my understanding, that AMD, as said, hopes to gain SOCKETS in the most critical sector - Business - and I see A64 on AM2 as ONE driver NOW! It seems, that some people have forgotten some AM2 benefits too - where Sempron, A64 and X2 are now on one platform. So its easy to design a BOX for the OEMs now with A64 and replace /add X2 and/or Sempron later if demand is there and/or new price regions are a target. So add Semprons, if you want to serve lower price points and add X2 just to compete with DC platforms from the competition. Its that easy, also when we have the 65/35W TDP from AM2 in mind, which allows ANY!!! design factor , which will appear in the next time.
" Too bad Athlon 64 X2 will likely lag behind Conroe on performance/price even after 35-50% price cuts. "
I'm not as sure as your, just look at 64Bit benches in the NEW C't (german Tech magazine - number 1) where performance between the two get a whole different pic- ture. You also forget performance using VT, but its clear, these things aren't Intels strenghts, so its not important. And as the PIVs lagged X2, performance wasn't a key point - so the critical points always change, just as they (Intel) need.
BUGGI |