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

To: Biomaven who wrote (194231)4/18/2006 11:33:22 AM
From: FJBRead Replies (2) | Respond to of 275872
 
They gouge at the high end. I wonder what is preventing AMD from making Opterons with giant caches. This is where Intel really reems customers.
intel.com



To: Biomaven who wrote (194231)4/18/2006 12:27:01 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Peter,

One thing I've never been able to grasp is the gap between Intel's and AMD's ASPs. Where does the Intel advantage come from?

The main reason is that AMD is more or less excluded from business lines, where mainstream level processors go (Pentiums, not Celerons) on both desktops and notebooks.

AMD is predominantly in retail and lower end, where lower end processors go.

Joe



To: Biomaven who wrote (194231)4/18/2006 12:40:58 PM
From: RinkRespond to of 275872
 
Peter,

One thing I've never been able to grasp is the gap between Intel's and AMD's ASPs. Where does the Intel advantage come from?

Two major reasons:

1. Sales to business customers as Joe pointed out.
2. Markting tools like rebates, co-marketing, and threshold volume discounts (as outlined in the lawsuit) are not reflected in ASP's.

Regards,

Rink


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