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

To: Petz who wrote (195106)	4/26/2006 1:03:49 AM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: The market for dual core notebook processors is the same as the market for single core notebook processors. No one buys a notebook saying, "I need a dual-core CPU" or "I don't want a dual-core CPU." No, there is the under $800 market, the under $1200 market and the expensive market. Then Turion X2 is pointless and will hurt AMD's margins by introducing a bloated dual-core CPU into a market that doesn't care? So the facts are these -- AMD took market share away from Intel in a quarter where Intel had the superior product, the dual-core Yonah. And the reason is that Intel sold them at too high a price. Either Otellini is incredibly stupid, or they could sell all they could make at the prices they charged. I believe the second is the most likely. Yonah wasn't even available in PC notebooks until halfway through the quarter. No kidding it isn't going to have a big impact in a month and a half. As far as prices go Dell had dual-core 1.66GHz Yonah notebooks with 15" screens and 1GB of memory on sale for a little over $700. My point is that Intel had the superior product for 5 months from their theoretical launch date... So Yonah launched October 31st now instead of January (in Apples) and February in PCs? I guess the rest of the world missed that news. Now it is likely that Intel will have a somewhat superior desktop part for, I would guess, five months again. If they haven't solved their production problems... Intel claimed they shipped 5 million 65-nm dual-core CPUs across all lines in Q1 which wouldn't include any of the 65-nm Core Solo or Cedarmill CPU. I bet AMD would love to have 65-nm production "problems" like that right now.