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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST

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To: pirasa2 who wrote (238393)8/8/2007 2:48:41 PM
From: BUGGI-WORead Replies (2) of 275872
 
@Pirasa
"
The Brisbane/Windsor for the most part is already a Sempron.
"

Have you looked at the Sempron prices these days? My distri
sold me today a 3400+ part for 16€ without TAX. The current
Brisbanes have much room to go further down. Keep in mind
how much marketshare AMD has to gain just to have a parity
situation ASP vs. volume wise. As pointed out by many posters
here, Intel has now a full quarter with the new 21xx line
and some fresh Celerons appeared too, not alone the new G
parts - 6x50. It doesn't get easier to win share. They could
if they want to drive prices further down. I call that
stupid, just because K10 will provide no speed upside, what
we could see so far - the same could be expected for prices.
What that means with higher and higher costs is clear - seems
not to everyone ...

BUGGI
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