Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TechieGuy-alt who wrote (189525)	3/13/2006 1:43:59 PM
From: eracer	Read Replies (1) \| Respond to of 275872

For mid to high end servers, a 50% price cut on the CPU will not influence the final purchase decision. Cutting prices on the server CPU's- where AMD is reported to be gaining share like gangbusters will not help Intel very much. I agree and is why I my previous discussions were primarily to desktop CPUs, the 8xx and 9xx series in particular. In desktops and mobil's, Intel's prices are already 50% higher than AMD's and with AMD at capacity- I just don't see AMD responding in kind to INtel's desperate measures. I have stated much the same in my posts as well.

To: TechieGuy-alt who wrote (189525)	3/13/2006 1:45:25 PM
From: ElectricityTrader	Respond to of 275872

What is really amazing about all this price war stuff, why is there an article on the Inquirer about raising prices on X2s. theinquirer.net "That's according to AMD Board, which said even though the chips are likely to be launched at Computex, resellers have been informed of the rises." ET

To: TechieGuy-alt who wrote (189525)	3/13/2006 1:53:41 PM
From: combjelly	Respond to of 275872

"I just don't see AMD responding in kind to INtel's desperate measures." Although it could limit market share gains in Q2 and Q3 with Fab36 coming online. However, it will also limit profits at Intel through mid-next year or so.