As you can too when they don't ;-). Yor really have a short memory don't you, do you not remember how 165 opterons sold out when they were a little cheaper than X2 3800+ ? There is tremendous pent-up demand for X2s that will be unleashed when they are priced much lower. The new A64 single-core prices are on the money too. AMD really have plenty of scope for price adjustments that will spur greater sales at the expense of P4 products. It is Intel that has more to fear from missing their targets considering their asp is much higher than AMD's. I know you have been wowed with NGMA in changing your investments and who you 'cheer' for but some of us kind of knew how it would perform beforehand when you were defending AMD's ability to respond and I was saying it would need a 90nm tri-core ;-). Likewise you have now gone overboard in the other direction and are ignoring the basic reality of Intel's P4 mix for the forseeable future. The cheapest Conroe is $186, how many of those do you think will be sold in quantity ? Intel would have been smarter to reduce production then invite a price war but they obviously want a fight for marketshare at all cost and AMD will give it to them in spades all well under the high priced Conroes. Intel could end up writing off large inventories of P4s with NGMA profits at first purely going on subsidising this with AMD profiting by taking more market share. Dirk is right, they have nothing to fear and by the time they would have something to fear they should have K8L with probably very large L3 cache in dual-core form ready to give Core 2 a spanking.
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