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CombJelly

04/15/06 7:13 PM

#4132 RE: wbmw #4131

"but I think AMD is giving deeper discounts to the OEMs than they are their distribution partners. "

Almost certainly. HP is likely the biggest beneficiary, they are by far and away AMD's biggest customer. And HP has reciprocated. If you look at their consumer lines, they no longer have one model for AMD and several for Intel like last year. Every model gives you a choice of AMD or Intel. Including the notebooks. Makes it easy to do a side by side comparison. HP recently introduced an AMD-based desktop and a notebook for their business line. In another couple of quarters it might look like their consumer offerings. Given the price differential, that would make HP de facto exclusively AMD.

Maybe that is why AMD is putting in all that capacity.
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jhalada

04/16/06 4:29 PM

#4170 RE: wbmw #4131

wbmw,

Keep in mind that Joe already lopped off 25% to the numbers before coming up with his brand averages. So another 10% brings the total discount up to 35%.

It's possible that the largest OEMs get that kind of discount. But, I think the discounts are much more controlled than before. In the past, you could always get OEM part cheaper. Now, the availability of OEM parts is greatly reduced.

The pricing on Pricewatch, for example, is close to list price, but if you look at some of the PCs at HP, you can get something with an Athlon 64 3400+ for $350 and upgrade to a 3800+ for $40 more. They couldn't offer this if AMD was charging them anything close to list price.

I recall the same practices going on on the Dell site, BTW.


Joe