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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: justaview who wrote (227881)3/16/2007 10:15:47 AM
From: Joe NYCRead Replies (3) of 275872
 
jav,

I don't think that Intel has ever abandoned the top $900 odd price points. Instead they have always cascaded the prices down when they had new top end parts to replace them. Whether it's Penryn or 3.4GHz 65nm parts, something with higher performance will hit volume in Q3.

What I find crazy is that the $900 spot is occuppied by quad core chips. Intel seems to be making a bet that people will care about quad core, that will (for most customers) perform slower that dual core.

If Intel has 3.4 GHz Penryn for $900, all is fine. But if Intel stops at 3 GHz with DC (at < $300) hoping that buyers will flock to quad core chips, that, IMO, is not a sound bet.

Joe
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