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

To: niceguy767 who wrote (196600)	5/12/2006 7:02:38 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

'Enlightened consumers' want perf, perf/$ and perf/W/$ most of all.

To: niceguy767 who wrote (196600)	5/12/2006 8:14:20 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: I can't help wondering what innovation that AMD is about to drop on the marketplace that will once again force INTC to reshape its roadmap...Maybe Turion X2's and 65nm DC's will provide some clue in this regard ;-) Looks like one innovation Turion X2 might bring is a higher price tag. Official prices for single-core Pentium M CPUs were anywhere between 35-100% higher than those of the equivalent Turion MT. Right now it looks like the 1.6GHz - 1.8GHz Turion X2 pricing may fall roughly in the same range as the Turion MT-34 - MT-40 ($189-$268). Intel is expected to drop Core Duo prices at the end of this month. The 1.86GHz Core Duo is expected to drop from $294 to $241. AMD could be offering Turion X2 with performance/price disadvantage (at least in 32-bit) compared to Intel's Core Duo. I believe AMD will have a more difficult time pitching 90-nm Turion X2 against Core Duo then they did pitching Turion against Pentium M.