@Eracer - Cuts
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So, as Conroe and Athlon 64 volumes ramp up do you expect more unusually large and/or early price cuts for AMD CPUs?
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I don't understand, in which direction you want to put me?
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So are you saying that no price cuts listed for the 1MBx2 Athlon 64 X2s are a sign that there are very few are being produced because yields are low?
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First, it isn't clear, whether 1MB will decrease too - second,
if prices stay as Anand showed, its clear what is "EOL" and
what will be sold or you want to buy a 4800+ with 200$ more than a
5000+?
I really don't know, what you want to show here. We have
stated a 1000 thousand times, that AMDs DC DIEs are BIG, TOO
BIG!!! Its even worse with F-Steps - so its reasonable to
see "only" (mostly) 2x512KB DIEs from the factory - I would
do the same ...
When the 65nm process with the new SMALL L2 cell will appear,
the game changes completly. It will be a pleasure to see, how
the L2 DIE size will go to 1/4 of the size (now/90nm), but pssst,
doesn't matter for most people ...
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If investors can be considered the "crowd", then the crowd running away from Intel AND AMD.
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Right, looks ugly, I have written this already on WO - I would
like to see Intel at 25$, so AMD would stay above 40$ ... so
if AMD could show real good earnings and outlook, the picture
will change, otherwise AMD will be nearly "crap" (performance
wise) if Intel is falling further and further - so I'm not a
big fan of LOW LOW Intel quotes.
BUGGI |
