Advanced Micro Devices Inc (AMD)

[rlweitz]

Q3 guidance will be crappy, and if news of this gets out, this might make Q2 even worse that it is already tracking, as X2 buyers wait for July.

As a consumer, I've been patiently waiting for X2 price drops for months. I can wait another couple months.

Using Pricewatch as a current retail base price, the July 24 pricing should fall into the following ballpark.

Current ----------------> Est. July 24 Price
$685 - athlon 64 x2 am2 5000 -> 50% -> $343
$635 - athlon 64 x2 am2 4800 -> 50% -> $318
$550 - athlon 64 x2 am2 4600 -> 45% -> $302
$463 - athlon 64 x2 am2 4400 -> 40% -> $278
$378 - athlon 64 x2 am2 4200 -> 35% -> $246
$300 - athlon 64 x2 am2 3800 -> 35% -> $195
$627 - athlon 64 x2 4800 dual core -> 50% -> $314
$542 - athlon 64 x2 4600 dual core -> 45% -> $298
$458 - athlon 64 x2 4400 dual core -> 40% -> $274
$357 - athlon 64 x2 4200 dual core -> 35% -> $233
$324 - athlon 64 x2 4000 am2 -> 35% -> $211
$296 - athlon 64 x2 3800 dual core -> 35% -> $192