Advanced Micro Devices Inc (AMD)

[wbmw]

Re: INTC price cuts

Here's a helpful summary:

http://www.intel.com/intel/finance/pricelist/index.htm?iid=InvRel+LeftNav_Pricelist&

Re: Interesting that Itanium prices continue to fall.

I also find the Itanium price cuts interesting, but I'm pretty sure this is the first time they've ever been cut.

Intel® Itanium® 2 Processor            July '04 (07/18)   Aug '04 (08/22)   % Decrease  
 Server/Workstation (PAC-611)               Price              Price  
  
 1.50 GHz w/ 6M cache 400 MHz FSB (.13)    $4,227             $4,227             -  
 1.40 GHz w/ 4M cache 400 MHz FSB (.13)    $2,247             $1,980           11.88%  
 1.30 GHz w/ 3M cache 400 MHz FSB (.13)    $1,338             $910             31.99%  
 1.60 GHz w/ 3M cache 400 MHz FSB (.13)    $2,408             $2,408             -  
 1.40 GHz w/ 3M cache 400 MHz FSB (.13)    $1,172             $851             27.39%  
 1.40 GHz w/ 1.5M cache 400 MHz FSB (.13)  $1,172             $851             27.39%  
 1 GHz w/ 1.5M cache 400 MHz FSB (.13)     $744               $530             28.76% 

Looks like some serious reductions are in here. Question is, does this mean that the Itanium ramp has been suffering, or is Intel doing this strategically to increase the rate of the ramp? If Madison 9M uses the same pricing structure, there could be some very competitive skus. Consider an LV 1.3GHz/3M/62W chip for $530.