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

To: graphicsguru who wrote (238495)	8/9/2007 2:03:45 PM
From: pirasa2	Read Replies (2) \| Respond to of 275872

What are you talking about? You have not even bothered to check newegg prices, have you? The 7/22/2006 $186 1.86 GHz C2D 6300 is now replaced by 2.13 GHz C2D 6420. What is it, 15% improvement in 380 days? Hardly anything to write home about. The new 1333 FSB parts are a bit cheaper, but that's compensated by their very poor motherboard selection and the relatively high prices of good mobos for them. And most importantly, apart from DIY geeks and overclockers, who cares about 15% speed differences in benchmarks any more? True, a $229 C2D 2.4 GHz does put a ceiling on how much AMD can get for an X2 6000+ and AMD does need to break out of that stranglehold, but neither it nor a $125 2 GHz E4400 stops AMD from selling 2.1 GHz Brisbanes for $70. AMD has a good position in the low end at a time the high end is becoming more and more "unnecessary" for most users. <<<<<<<<<<<<<<<The top clock speed has been increasing slowly, but the average clock speed has been increasing rapidly. Pick a mainstream price point for C2D, and look at clock speed changes over the last 12 months. Big change. The center of the speed distribution is moving quickly. In a recent price move, the Intel waterfall was two speed bins instead of the usual one. That and overclocking results make it clear that C2D binsplits are very good. And Intel is using that fact to make life very hard on AMD.