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

To: KeithDust2000 who wrote (202411)	6/15/2006 9:50:46 PM
From: Joe NYC	Respond to of 275872

Keith, the first Woodcrest 2S SpecIntRate benchmark from INTEL was published at a German site almost a year ago. I linked to it here and on I-Hub to discuss that early sign of what was to come. INTEL is about to exceed their performance estimate (and roadmap) even - according to INTEL´s original plans, Woodcrest was supposed to be a 2.93Ghz part with a 1066Mhz FSB. I was aware of those. Intel also publised those on Intel internal site recently. The reason I posted these is because these are now official. If you were AMD, what would you do with your pricing structure for Opteron 2xx? Obviously, with a 3Ghz Woodcrest, the current 2.6Ghz Opteron 285 @ >$1000 will have to come down sharply. Do you think pricing on Mhz (vs. Woodcrest) is a viable option? The pricing may need to be a little below par on MHz, since Woodcrest performs better per clock. Socket F release should coincide with x90 release (2.8 GHz) but 3 GHz is needed soon, in mainstream power envelope, to be within spitting distance of Woodcrest. ASPs will be under pressure, and the only way out, near term, is incease in mainstream vs. low end (Sempron) ratio, and increase in units. Falling ASPs and rising costs (SC -> DC) are not a good combination. Joe