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


To: eracer who wrote (201114)6/8/2006 2:07:55 PM
From: BUGGI-WORespond to of 275872
 
[edited 3.] @Eracer - SC drops
"
Wow, that is a huge price drop!
"

When you factor in TRAYs, the drop is small. I could buy
a Tray (as written) for around 125$ for quite a while, so why
pay much more for Boxed Versions? The increase should be imho!
around 10$, which gives 135, so it would end up 20$ lower or
around -15%. (I know, that some Boxed sold for very high
prices in retail ...)

edit:
The spread (Tray/Box) was SMALL in the low-end A64 arena, but VERY VERY
HIGH on the mid/high BINs. So finally AMD decided to change
this policy - thats fine.

edit2:
-huge AM2 volume appears now in the channel - A64, Sempron and X2!!!

edit3:
-many new AM2 boards appeared too - price spread over comp.
939 boards now around 5$.

BUGGI



To: eracer who wrote (201114)6/8/2006 2:18:18 PM
From: etchmeisterRead Replies (1) | Respond to of 275872
 
Could someone please explain why the DRAM market is not responding to "PC weakness" - I don't expect a perfect correlation but I would expect to see some impact:
see DXI
dramexchange.com

The only conclusion is that there must be undersupply - any thoughts?
Did the "financial community" provide any unit growth projections or is everything more or less based on price war scenario?