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

To: BUGGI-WO who wrote (201206)	6/8/2006 7:21:09 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

AMD slashes prices, intros rebates on chips Rebates show price war you like By INQUIRER staff: Thursday 08 June 2006, 23:43 CHIP FIRM AMD has kicked into price cuts today by slashing prices on 939 and AM2 sockets. Distributor prices seen by the INQ show that the Athlon 64 3000 will cost $89, the 3200 $99, the 3500 $109, and the 3800 $139. All socket and AM2 sockets are rebated, we understand from sources close to AMD Asia. theinquirer.net Joe PS: I wonder if AMD waited too long.

To: BUGGI-WO who wrote (201206)	6/8/2006 7:34:53 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Just no reason to believe that because AMD hasn't found it necessary to hype its vaporware, that AMD management doesn't have "hard" reason to believe that AMD can fulfill its promise of 33% market share in 2008. A HUGE opportunity, as you've pointed out, over and above the server space, avails itself in the mobile 60M units/annum mobile sector in which, until now, AMD hasn't been very competitive! (I honestly don't get how AMD's shares are getting hammered just because INTC has fallen to new 52-week lows, and for very apparent reason.) INTC's P4 price cuts are the actions of a panic driven company. In the past, pre-Opteron, when AMD competed in only the consumer desktop space, INTC always succeeded in beating back AMD by cutting desktop pricing and covering off such action with servershare margins. Unfortunately for INTC, such success is unlikely this time round as AMD has serious mmarket and mindshare in all the spaces with its superlative "here-and-now" Opteron offerings. INTC has played its only remaining card with its P4 price cuts in a panicked attempt, as all else has failed miserbaly, to stem the hemorrhaging as INTC's customer erosion has accelerated to alarming heights. Peculiar thing is though, that these P4 (the obsolete product) price cuts seem analogous to applying a bandaid to a severed jugular ;-)

To: BUGGI-WO who wrote (201206)	6/8/2006 9:07:56 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"X2-3600+ in the pipe, just to "reach" lower price point?" Note the 256k L2. Think Chartered. Think cheap...

To: BUGGI-WO who wrote (201206)	6/9/2006 8:24:48 AM
From: fastpathguru	Read Replies (1) \| Respond to of 275872

Nice stuff, set to leverage the imminent arrival of centralized servers supporting virtualized sessions that can be accessed by ultra-cheap thin clients. This is what SUN wanted to do years ago but couldn't do it cheaply enough to compete with commodity PCs. Now that the servers ARE commodity PCs which can scale to support many virtualized sessions, the thin-client concept becomes cost-effective. And the benefits are enormous... Each user's sessions are not locked onto a particular machine. Hardware can be upgraded/expanded/repaired in the fly. Performance will scale on demand. Sessions are accessible from anywhere. You don't hear much about this market, just a hint of a breeze for now. but it will explode into a Category 5 hurricane virtually overnight. fpg