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

To: Petz who wrote (197238)	5/17/2006 2:49:51 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

amd.com Specs are: 512K x 2 L2, except for TL-50, which is 256K x 2, and also 1.6GHz TL-60 35W 2.0 GHz 2 x 512 KB $354 TL-56 33W 1.8 GHz 2 x 512 KB $263 TL-52 31W 1.6 GHz 2 x 512 KB $220 TL-50 31W 1.6 GHz 2 x 256 KB $184 Core Duo: T2700 (2M L2 cache 2.33 GHz 667 MHz FSB 65nm) ???$637??? (Inq) T2600 (2M L2 cache 2.16 GHz 667 MHz FSB 65nm) $637 --> $422 (Inq) T2500 (2M L2 cache 2 GHz 667 MHz FSB 65nm) $423 --> $295 (Inq) T2400 (2M L2 cache 1.83 GHz 667 MHz FSB 65nm) $294 --> $240 (Inq) T2300 (2M L2 cache 1.66 GHz 667 MHz FSB 65nm) $241 --> $210 (Inq) So Turion X2 and Core Duo are priced about the same (Core Duo a bit cheaper at a given speed), it's just that Core Duo has two extra speedgrades on the top end that are more expensive, while lacking 64b.

To: Petz who wrote (197238)	5/17/2006 5:07:35 AM
From: Rink	Read Replies (2) \| Respond to of 275872

Looks like NEC is the first of the Intel-only Japanese shops to cave in and defy Intel. Mmm, I must have missed something. What makes you think so? Regards, Rink

To: Petz who wrote (197238)	5/17/2006 7:17:51 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"Looks like NEC is the first of the Intel-only Japanese shops to cave in and defy Intel." Also, MSI now on board in a full fedged manner and, most importantly, From the AMD PR: "AMD dual-core technology will help provide HP consumer and commercial notebook customers the freedom to work and play virtually anytime, anywhere," said Ted Clark, senior vice president and general manager, Notebook Global Business Unit, HP. Commercial space from day one!" (thanks:two_center) " Another good thing is that only the two cheapest Intel Core Duo's are lower in price than the top-of-the-line Turion 64 X2." Must be only 1/2 the performance. You know, too much 64-bitness slowing it down ;-) Kidding aside, if half the price of INTC's top line now, and still 90nm, what happens to INTC's plum margins in this hitherto virtually uncontested 60M units/annum, when AMD delivers much more power savings and in 5:1 volume ratios at 65nm? Aside 2: Gonna be a while before INTC recaptures those 60% plus profit margins methinks!