Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.55

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10:57 AM EST

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To: combjelly who wrote (226447)	2/20/2007 12:16:26 PM
From: eracer	Read Replies (4) of 275872

Re: The point was, even with the highest priced X2 processors, the BOM allows for a competitively priced system without discounting. So? AMD offered much better performance, performance/watt and performance/$ compared to P4 over the past few years and made little progress in the business desktop market. A few potential dollars saved by moving to DTX won't get AMD in the door. Dell is charging big $ for SFF Core 2 systems because they can, not because Intel SFF systems are incredibly expensive to build. Sure, if Dell was willing to accept giveaway prices and drastically lower margins for SFF business desktops then they may want to offer a $650 X2 5600+. But I highly doubt that will happen. Until dual-core K10s arrive AMD will get their foot in the door by continuing to ramp up production and slashing prices to keep up with and/or surpass Intel's price cuts. By the time AMD gets the equivalent of a 65W 65-nm X2 5600+ out the door the retail price will be $225 or less, and Dell's price will likely be under $150. Even when K10 launches Dell won't be offering sub-$650 SFF business desktops based on AMD K10 CPUs with a list price >$300.

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