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

To: eracer who wrote (196608)	5/13/2006 11:24:22 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"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)." Surely you don't see that as a negative for AMD? "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." "Could" and "I believe" are the operatives in the above statement. Core Duo with 32-bit only is en route to extinction. Let's just wait for the Turion X2 unveiling before hypothecating too much on how it will fare. I won't be too surprised if Turion 64 X2's kick off isn't accompanied by several significant design wins. Remember, AMD isn't currently all that competitive in the 60M plus units/annum notebook space. With Turion 64 X2's now entered into the notebook competition, I can't help thinking that AMD's current portion of the 60M units/annum notebook segment is likely to increase, perhaps significantly so if Turion 64 X2's offer some new and innovative performance features.