Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.12

+0.7%

3:59 PM EST

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To: Not a Short who wrote (201875)	6/13/2006 10:51:53 AM
From: Joe NYC	Read Replies (1) of 275872

NaS, Yep, I've been looking to buy a X2 for a long time now and waiting for that price drop. If the last price increase were a 10% decrease instead I might have jumped at a $270 X2 3800+ instead of getting that same processor at under $170 a couple of months later. I don't know what that translates to in wholesale pricing but AMD definitely left some money on the table for the buyers like me that would have jumped on a X2 price drop in the past. I agree. It was great that AMD could sell out production in Q4 and Q1 at attractive prices during capacity constrained environment, but exactly when prices were increased symbolically, at the end of March, the prices should have been cut. There were too many factors supporting a cut: - increase of capacity - possibility of winning additional sockets with additional capacity and continuing momentum - Intel's introduction of 65nm DC chips (narrowing the performance gap) - Intel's price cuts and rebates Joe

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