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

To: Not a Short who wrote (202264)	6/14/2006 8:26:03 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

NaS, What price do you expect me to pay come Aug 1st? Fill out the table with your best guesses. July 24 price. As far as numbers not filled out, AMD is not going to be offering 4000, 4400 and 4800. The S939 prices should be more or less identical to AM2. Probably no more than $20 premium. Regarding 4400, Newegg has it very close to 4600 at old prices in AM2: newegg.com So what I would expect for the 2x1MB is the price equal to 2x512 of one speed grade higher. Joe

To: Not a Short who wrote (202264)	6/14/2006 9:11:30 PM
From: gzubeck	Read Replies (1) \| Respond to of 275872

I think AMD put this out there to call Intel's bluff...Intel wants AMD to produce dual core so they can sell all the single core market...why not eat up AMD fab space...the only dual core you will see under $200 will be versions of 256k cache sizes...so the dual core you will be buying is not a 512k (x2)... Demand below $200 will exceed supply unless AMD has somehow increased capacity. Interesting times...;>)))

To: Not a Short who wrote (202264)	6/22/2006 6:59:04 PM
From: Not a Short	Read Replies (1) \| Respond to of 275872

It has begun, 4200+ 939 price drop. For now it is cheaper to buy the 4200+ than it is to buy the 3800+ assuming you don't have to pay sales tax at Newegg. Now I'm waiting to see similar drops in these: