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

To: gzubeck who wrote (202238)	6/14/2006 8:18:34 PM
From: Not a Short	Read Replies (4) \| Respond to of 275872

With prices as they are it is: 939 AM2 AM2 Preorder June 13th ------------------------------------ 3800 297 335 300 4000 --- 382 324 4200 357 369 365 4400 460 --- 463 4600 547 580 550 4800 632 --- 635 5000 --- --- 780 Now take the Jul 24th pricing "rumor" and factor that in: 939 AM2 ------------------------------------ 3800 ??? 169 4000 --- --- 4200 ??? 240 4400 ??? --- 4600 ??? 301 4800 ??? --- 5000 --- 403 What price do you expect me to pay come Aug 1st? Fill out the table with your best guesses. You darn sure know that a $100 premium for 939 won't hold if motherboards are available at a reasonable cost so wouldn't you assume the old 3800+ would drop in value to the under $200 range? Wouldn't you assume the old 4200+ would drop in value to the under $300 range? Even if there is a premium for 939 over AM2 here I I'm expecting a 25 to 33% drop in end user price on 939 parts where there is a 40% drop on the AM2 part. Now the 4400 will be an odd beast it might hold value better than the slower chips if they don't offer an equivalent part on the AM2 side. But even then do you expect it to be worth more than $350? Even at $350 you are talking about a retail price drop of roughly 25%. I'm not concerned about the parts that will stay above $400 retail. I'm looking at the midrange parts (with single cores being the low end I'm avoiding). investorshub.com has the price charts from Anandtechs Realtime Pricing Engine. I can post those here but they won't show up side by side like they will on iHUB. ----------------