Replies to post #3544 on AMD strictly moderated (AMD)

[wbmw]

Re: Umh...no comment needed really.

You don't think it's worth commenting that Intel is undercutting AMD's 2.4GHz dual core with their 2.66GHz Conroe? Or that the 2.4GHz Conroe is priced in the same range as AMD's 2.0GHz dual core?

If these figures are correct, AMD will have to offer some substantial discounts on their cores, because for the first time, Intel will not only have a substantial performance gap over AMD, but also an even more substantial price/performance gap.

Do you not think these reductions in ASPs will impact AMD's revenues this year?

[jhalada]

Keith,

re: pricing

Umh...no comment needed really

Let me try:

More and more of the high end sales are going to AMD today.

Now we have Intel waving its hands saying: "If you need a high performance chip, please don't buy one today, because you would have to buy one from AMD. We will have good chips too one day. And look at these prices. They will not be too expensive. All we need you to wait. Please. Pretty Please."

AMD is saying: "We have better chips today, and they are worth every dollar they cost. We have a buyer for every one of those chips we make. We are not going to respond to a PR stunt of our competitor."

Joe