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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dougSF30 who wrote (124065)	6/18/2004 4:39:15 PM
From: eracer	Read Replies (2) \| Respond to of 275872

It would probably be better to hold 2.6 GHz for another few months, given that Intel is behind, instead of waterfalling prices on their other parts to push 2.6 GHz out now. The prices on the 3700+ and 3800+ are ridiculously high and should be at least $100-$150 lower (if AMD had the relatively modest supply to meet demand at that price). That would leave plenty of room for a 2.6GHz Athlon 64 on top and still not encroach on the 3400+ and 3500+ pricing. AMD could have left FX-53 pricing at $733 and still had room for a FX-55 now at $900-$1000 where it would still be price competitive with the 3.4GHz P4EE. Athlon 64 and Athlon 64 FX processors that can run completely stable at 2.6GHz at stock voltage with stock cooling in an enclosed case with average airflow are extremely rare. It appears to me that AMD didn't choose not to release 2.6GHz CPUs yet. They just don't seem to have the CPUs to offer, which is my point. Of course some people will believe AMD already has a large stockpile of 90-nm FX-57 CPUs collecting dust in a warehouse, but won't release them until a year from now when the economic and competitive conditions are more favorable.