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

To: heatsinker2 who wrote (194122)	4/17/2006 6:17:27 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: OTOH, the Conroe price from IDF has to be BS, right? Intel can't sell a 2.6 Conroe for $200, can they? If they did, then 85% of their product line would have to sell for less than $100, causing a massive meltdown in profit margin. I don't know what price list you are thinking of but almost all of the rumored prices look similar to this: Intel Conroe E4200 2MB 1.60GHz 800MHz FSB Q4 $169. us E6200 2MB 1.60GHz 1066MHz FSB Q4 $179. us E6300 2MB 1.86GHz 1066MHz FSB Q3 $209. us E6400 2MB 2.13GHz 1066MHz FSB Q3 $239. us E6500 2MB 2.40GHz 1066MHz FSB Q4 $269. us E6600 4MB 2.40GHz 1066MHz FSB Q3 $309. us (65 Watts) E6700 4MB 2.67GHz 1066MHz FSB Q3 $529. us E6800 4MB 2.93GHz 1066MHz FSB Q4 $749. us E6900 4MB 3.20GHz 1066MHz FSB Q4 $969. us Intel Conroe XE E8000 4MB 3.33GHz 1333MHz FSB Q4 $1199. us (95 Watts)

To: heatsinker2 who wrote (194122)	4/17/2006 6:52:11 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: Intel can't sell a 2.6 Conroe for $200, can they? If they did, then 85% of their product line would have to sell for less than $100, causing a massive meltdown in profit margin. Not only that, but if OEMs still have large inventories of Netburst, they will refuse to create any Conroe SKU's or buy any Conroe CPU's. This gives AMD a way to delay the rollout of Conroe. I think it makes sense for AMD to compete aggressively with a $150 dual core chip and <$75 Semprons to prevent Intel from lowering its OEM and channel inventories of Netburst stuff. Petz