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

To: combjelly who wrote (226463)	2/20/2007 2:15:06 PM
From: eracer	Respond to of 275872

Re: Dell is showing prototype DTX systems to customers. That gets them in the door. Giveaway desktop prices will get DTX in the door, not the other way around. You sure of that? They don't use standard motherboards, power supplies or cases. The motherboards are at least 6 layer, if not more. So custom components are more expensive, which means lower volume and even less opportunity to cut costs. Yes, I'm quite sure that the current SFF case and motherboard won't add $350 to the price of a system. You can already configure one of those tiny HP lunchbox computers with the rare 35W X2 3800+, 1GB DDR2, DVD burner and Vista Business for $629. Non-standard case and motherboard. Makes standard size DTX systems look bulky. shopping.hp.com The corporate market doesn't really need a K10. An argument can be made for dual core, but that is about it. Small cases and silent operation are selling points, but they can't carry too much of a premium over a regular desktop. Which is where DTX comes in. In that case there isn't much to get enthused about. Desktop ASPs will languish no matter what AMD does here.