Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

Maybe they will. But it is still going to be regulated below the Core 2 premium price range, and be competing with Pentium D in the $100-200 range. AMD Sempron will also have to go down in price, since a P4 is still more competitive in the $75-100 range.

AMD already have some price cuts scheduled and when Conroe is out in force, there will likely be more price cuts, so that DC Athlon 64s start from $100 to $150 range. There will likely be a 3 GHz FX-64 (probably for more realistic price of $600 to $800) and a 2.8 GHz 5400.

Once that transition (to DC) takes place, AMD can stop disabling part of 512K cache on Semprons, and Semprons of Q4 and Q1 will be what SC Athlons are today.

AMD's ASPs will probably start dropping by $3 to $5 per quarter, hopefully offset by increased volume.

Joe