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

To: dougSF30 who wrote (201233)	6/8/2006 9:45:59 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, your higher-end X2 prices are WAY too high, given the price of Conroe 2.16GHz part: $224 Those would be my Q3 prices, when Conroe will be rare. Most of the volume would be 3800 to 4400, and AMD would not lose any share to Intel. In Q4, 5200 and 5400 would be introduced, with waterfall down by 2 speed grades. Joe

To: dougSF30 who wrote (201233)	6/8/2006 10:26:52 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: given the price of Conroe 2.16GHz part: $224 He's got the 2ghz X2 at $200 and the 2.2ghz at $250. It's perfect pricing against the 2.1ghz Conroe.

To: dougSF30 who wrote (201233)	6/8/2006 10:41:11 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, Also, re: the price of Conroe 2.16GHz part: $224 A woman walks into a butcher shop and asks: "How much are you selling your chickens for today?" The butcher replies: "99 cents per pound." The woman responds: "But the supermarket on the next block is selling chickens for 79 cents per pound." The butcher responds: "So why don't you go and buy your chicken at the supermarket?" The woman replies: "They don't have any chickens in stock." The butcher takes a long, hard look at the woman and replies: "Lady, when I'm out of chickens, I charge 49 cents per pound!" Joe