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


To: BUGGI-WO who wrote (201208)6/8/2006 7:38:00 PM
From: Joe NYCRespond to of 275872
 
Buggi,

I know that many
people praise DC units and its good stuff, but why sell these
"good" SC parts for so less money? Its clear, that theoretically
3000+ and 3200+ are EOL, but why not introduce faster parts,
as written a few weeks ago? Do you also think, that there is
NO market for faster SC (means 2,6-3,0G) parts on desktop?


AMD decided that there is no market for faster SC parts after checking with Intel marketing and following Intel's direction.

And by the way, when I look at the 3000+ and
3200+ prices, I'm wondering who should buy a 3400+ to 3600+
Sempron?


Those prices will go down, but there is at least an opportunity for waterfall pricing there. With SC Athlons, there is no waterfall, because AMD is witholding faster SC parts from the market.

Joe



To: BUGGI-WO who wrote (201208)6/8/2006 8:00:29 PM
From: Dan3Respond to of 275872
 
Re: Do you also think, that there is NO market for faster SC (means 2,6-3,0G) parts on desktop? I'm thinking about 180-250$ for these bins, which would be 4200+/4400+.

I agree 100%.

I think there's going to be a bit of a backlash as people are disappointed after buying based on the hype from both AMD and Intel (but mostly Intel - AMD's easily understood performance numbers continue to show the limits a user should expect from dual core). Intel's "twice as good" with no other indication of performance is going to piss buyers off - a lot like their empty mhz did, and drive even more customers to AMD.

AMD needs to be waiting with reasonably priced, high performing, single core parts.