Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougSF30 who wrote (201251)	6/8/2006 11:05:16 PM
From: firthoffourth	Read Replies (1) \| Respond to of 275872

And the pentium d 960 is?

To: dougSF30 who wrote (201251)	6/9/2006 6:36:12 AM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

Doug, high-end X2s are not high-volume parts. High end anything is not a high volume part. You just follow the distribution, and the majority of the parts will be n the center. The center is currently at roughly 2.4 GHz, with low end at 2.0 GHz, and high end at 2.8 GHz (+/- 15%). That represents 3800 to FX62. FX62 does not need to be a high volume part because of the price. The price will not allow it. At the center of the distribution, 2.4 GHz, there are a plenty of parts, so many that AMD is downbinning them. These parts (at the center of distribution) are 4600 and 4800. If AMD can move the center of distribution to 2.6 GHz by Q2, it would mean that FX64 (3.0 GHz) would be the top bin and there would be plenty of 2.6 GHz parts (5000 and 5200). As far as the sweet spot moving from 2.4 GHz to 2.6 GHz, I don't think it is out of the realm of posibilities for Rev E to Rev F to do that much. Joe