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

To: dougSF30 who wrote (199671)	5/31/2006 11:36:10 PM
From: firthoffourth	Respond to of 275872

Intel's low end for some time to come will be a mix of low clocked conroe and celeron/pentium d. According to groo, 13 months from now only 60% of Intels shipments will be based on core2 duo. It is entirely possible, by then, we will have quad core K8l cleaning woodcrest's clock in everything but single socket config where they will probably be pretty even.

To: dougSF30 who wrote (199671)	5/31/2006 11:54:58 PM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

You don't seem to understand the notion of the sweet-spot, and the speed/power bin distribution. Of course AMD will have to cut prices, a lot, and that is where the pain comes from. Their sweet spot will perform like Intel's low-end, and need to be priced accordingly. That is much more important than their high-end performing like Intel's mid-end, and being priced accordingly, from a direct financial POV. The latter costs in PR and prestige, but it's the fact that the whole distribution of Intel Core2 parts outperforms the whole distribution of AMD K8 parts that is the real problem. If the X-axis is performance, and the Y-axis % of parts, then the Intel curve will be shifted to the right of the AMD curve by 20% or so. As the X-axis is also a proxy for pricing power, you see the issue. You seem to be ignoring the fact that more than 70% of INTC's unit volumes (non NGA) will be in a worse spot than anything that Intel manages to put AMD in. That's all they are expected to convert over to NGA by Q4. TG