Replies to post #1620 on AMD strictly moderated (AMD)

[chipdesigner]

Thanks. So, 1/2 of it is waterfall, and then there's the transition to DC in server, so DC needs to approach old SC prices, now that both companies will have something competitive, plus AMD is growing server volumes.

Not sure it's anything Dempsey specific, really, except inasmuch as Dempsey allows Intel to sell a higher % of DC server parts.

[P2O I'm from MO]

Processor Status Week of 02/20/06 - Some changes

								 
 	Status Key:							 
 								 
 	B/O	Back ordered				NEW	New Listing	 
 	C	Constrained				NL	No Listing	 
 	DSC	Discontinued				N/A	Never Been Available	 
 	HC	Highly Constrained				SO	Special Order	 
 								 
 	Distributor #1			Distributor #2				Avg Price 
 Processor	Stock	Status	ETA	Stock	On Order	Status	ETA	 
 								 
 Sempron 2600+ S754 BX x64	0	-	2/20	-15321	12500	B/O	2/17	64.45 
 Sempron 2600+ S754 CV x64	0	NL		-	-	NL		64.64 
 Sempron 2800+ S754 BX x64	4700	-		-7529	1720	B/O	2/17	74.65 
 Sempron 2800+ S754 CV x64	-	NL		-3	0	NEW		74.66 
 Sempron 3000+ S754 BX x64	2114	-		8104	0	-		84.87 
 Sempron 3000+ S754 CV x64	0	NL		-	-	NL		85.16 
 Sempron 3100+ S754 90nm BA	25	-		-	-	NL		95.42 
 Sempron 3100+ S754 BX x64	347	-	2/24	-	-	NL		97.88 
 Sempron 3100+ S754 CV x64	-	NL		-	-	NL		95.42 
 Sempron 3300+ S754 BO	22	-		-	-	NL		110.81 
 Sempron 3300+ S754 BX x64	190	-		64	220	-	2/17	110.39 
 Sempron 3300+ S754 CV x64	0	NL		-	-	NL		110.81 
 Sempron 3400+ S754 BX x64	0	-	2/22	-	-	NL		121.07 
 								 
 Mobile Semp 2600+ (BIX2BA) Tray	0	-		-	-	NL		67.36 
 Mobile Semp 2800+ (BIX3BA) Tray	0	-		-	-	NL		77.72 
 Mobile Semp 3000+ (BIX2BA) Tray	0	-		-	-	NL		77.98 
 Mobile Semp 3100+ (BIX3BA) Tray	0	-		-	-	NL		88.24 
 								 
 Athlon 64 3000+ S939 90nm BP	0	-	2/20	-	-	DSC		111.83 
 Athlon 64 3200+ S939 90nm BP	0	-	2/20	-9833	9260	B/O	2/3	155.32 
 Athlon 64 3200+ S939 CG Rev E4	-	NL		-648	4000	NEW	1/20	155.33 
 Athlon 64 3400+ S754 AX	-	NL		-	-	NL		222.79 
 Athlon 64 3500+ S939 AS	622	-		-	-	NL		205.37 
 Athlon 64 3500+ S939 90nm BP	96	-	2/21	-3418	11560	B/O	2/3	205.37 
 Athlon 64 3500+ S939 CG Rev E4	0	-		-1867	0	-		205.36 
 Athlon 64 3700+ S939 90nm BN	572	-	2/23	-1	7500	B/O	2/17	238.04 
 Athlon 64 3700+ S939 90nm CF	0	NEW		-	2000	NEW		238.04 
 Athlon 64 3800+ S939 AW	53	-		-	-	NL		288.08 
 Athlon 64 3800+ S939 90nm BP	221	-		625	1000	-	3/31	288.08 
 Athlon 64 4000+ S939 90nm BN	191	-		1463	3440	-	2/17	341.17 
 Athlon FX-55 S939 130nm AS	151	-		4	0	-		828.27 
 Athlon FX-55 S939 90nm BN	7	-	2/22	29	0	-		828.27 
 Athlon FX-57 S939 90nm BN	0	-		28	125	-	3/3	828.27 
 Athlon FX-60 DC 2.6G S939 CD	-	NL		-18	350	B/O	1/23	1,027.69 
 								 
 Athlon 64 X2 3800+ S939 BV	0	-	2/20	-3564	10020	B/O	2/17	301.35 
 Athlon 64 X2 4200+ S939 BV	0	-	2/24	-1775	7115	B/O	2/17	362.62 
 Athlon 64 X2 4400+ S939 CD	358	-		-151	2230	B/O	2/17	467.81 
 Athlon 64 X2 4400+ S939 ADV-CD	0	NEW	2/24	0	0	NEW		467.68 
 Athlon 64 X2 4600+ S939 BV	177	-		446	0	-		556.65 
 Athlon 64 X2 4800+ S939 CD	66	-	2/27	-100	1655	-	2/10	643.44 
 								 
 Mobile A64 2800+ (BIX5AR) Tray	-	NL		-	-	NL		127.22 
 Mobile A64 3000+ (BIX5AR) Tray	-	NL		-	-	NL		120.25 
 Mobile A64 3200+ (BIX5AR) Tray	0	-		-	-	NL		158.57 
 Mobile A64 3400+ (BIX5AR) Tray	0	-		-	-	NL		169.29 
 Mobile A64 3400+ (BKX5BU) Tray	0	-		-	-	NL		169.29 
 Mobile A64 3700+ (BKX5BU) Tray	0	-		-	-	NL		244.60 
 								 
 Opteron 144 BN	0	NEW	2/21	-514	940	NEW	2/17	170.65 
 Opteron 146 BN	4	NEW	2/25	-538	1088	NEW	2/10	213.53 
 								 
 Opteron 170 CD	-	NL		1	48	-	3/3	400.65 
 Opteron 175 CD	-	NL		1	48	-	3/3	512.45 
 								 
 Opteron 242 AU (CG Stepping)	23	-		0	0	NL		182.63 
 Opteron 242 BL	-	NL		0	48	B/O	1/27	181.22 
 Opteron 244 AU (CG Stepping)	70	-		1179	480	-	2/24	181.88 
 Opteron 244 BL	-	NL		-3	988	B/O	2/10	181.22 
 Opteron 246 AU (CG Stepping)	91	-		660	480	-	2/24	181.88 
 Opteron 246 BL	-	NL		10	596	-	2/17	181.11 
 Opteron 248 AU (CG Stepping)	13	-		113	392	-	2/17	227.82 
 Opteron 248 BL	-	NL		25	378	-	2/17	226.86 
 Opteron 250 BL	36	-		56	420	-	2/17	334.02 
 Opteron 252 BL	98	-		352	0	-		470.87 
 Opteron 254 BL	69	-		235	336	-	2/24	738.68 
 								 
 Opteron 265 DC CB	20	-		-5	188	B/O	2/10	334.03 
 Opteron 270 DC CB	33	-		78	0	-		470.86 
 Opteron 275 DC CB	31	-		9	48	-	2/10	703.68 
 Opteron 280 DC CB	0	-	2/22	0	24	-	3/3	862.98 
 								 
 Opteron 846 Boxed w/o Fan	-	NL		0	-	NL		704.27 
 Opteron 848 (FAA5BM) Tray	-	NL		0	-	NL		688.01 
 Opteron 850 (FAA5BM) Tray	-	NL		0	-	NL		860.77 
 Opteron 852 (FAA5BM) Tray	-	NL		0	-	NL		1,148.37 
 Opteron 870 (FKM6BS) Tray	12	-		0	-	SO		877.41 
 								 
 P4 Celeron 325 2.53GHz 533 FSB	-	NL		-18	0	-		73.70 
 P4 Celeron 330 2.67GHz 533 FSB	196	-		0	0	-		79.07 
 P4 Celeron 335 2.8GHz 533 FSB	1249	-		-2	0	-		85.40 
 P4 Celeron 340 2.93GHz 533 FSB	-	NL		-2	0	-		96.08 
 P4 Celeron 345 3.06GHz 533 FSB	-	NL		0	0	-		111.13 
 								 
 P4 Celeron 326 2.53GHz x64 533 FSB	1082	-	2/22	1811	5000	-	2/17	70.95 
 P4 Celeron 331 2.67GHz x64 533 FSB	1347	-	2/21	2527	2780	-	3/3	76.02 
 P4 Celeron 336 2.8GHz x64 533 FSB	440	-		1194	830	-	3/3	80.27 
 P4 Celeron 341 2.93GHz x64 533 FSB	-	NL		60	1530	-	2/17	85.25 
 P4 Celeron 346 3.06GHz x64 533 FSB	19	-	3/3	-1	560	B/O	3/3	97.34 
 P4 Celeron 351 3.2GHz x64 533 FSB	102	-		21	0	-		112.22 
 P4 Celeron 356 3.33GHz x64 533 FSB	-	NL		42	0	-		125.07 
 								 
 P4 506 (2.6A 533 FSB EM64T)	104	-	3/3	-	-	NL		106.96 
 P4 511 (2.8 533 FSB EM64T)	0	-	3/3	374	1270	-	3/3	117.17 
 P4 521 (2.8E x64 775)	1573	-		0	0	-		176.02 
 P4 3.0E Prescott 800 FSB	-	NL		-	-	NL		193.08 
 P4 531 (3.0E x64 775)	-	NL		-	-	NL		191.99 
 P4 3.2E Prescott 800 FSB	-	NL		-9	0	-		234.50 
 P4 541 (3.2E x64 775)	-	NL		-2	0	-		233.50 
 P4 3.4E Prescott 800 FSB	-	NL		-23	0	-		296.30 
 P4 3.4EE (775) 800 FSB	-	NL		0	0	-		1,018.15 
 P4 550 (3.4E Prescott 775)	-	NL		-	-	NL		290.98 
 P4 551 (3.4E x64 775)	-	NL		0	0	-		295.23 
 P4 3.46EE (775) 1066 FSB	-	NL		-4	0	-		1,033.08 
 P4 560 (3.6E Prescott 775)	-	NL		-	-	NL		432.62 
 P4 560J (3.6E Prescott 775)	84	-		151	0	-		440.37 
 P4 561 (3.6E x64 775)	8	-		1	0	-		439.00 
 P4 3.73EE (775) 1066 FSB	-	NL		-1	0	-		1,018.15 
 P4 570J (3.8E Prescott 775)	119	-		60	0	-		667.92 
 P4 571 (3.8E EM64T)	1	-		-1	-	-		668.72 
 								 
 P4 630 (3.0 Prescott 2MB)	1611	-	2/20	9489	5550	-	2/24	191.90 
 P4 630 (3.0 Prescott 2MB) BTX	0	-		-7	0	-		209.11 
 P4 631 (3.0 2MB 800FSB HT2)	2972	-		-1	7195	NEW	2/24	191.97 
 P4 631 (3.0 2MB 800FSB HT2) BTX	-	NEW		-	-	NL		209.09 
 P4 640 (3.2 Prescott 2MB)	0	-	2/20	1133	3755	-	2/24	233.41 
 P4 640 (3.2 Prescott 2MB) BTX	0	-		328	0	-		254.96 
 P4 641 (3.2 2MB 800FSB HT2)	167	-		2138	1625	NEW	3/13	233.62 
 P4 641 (3.2 2MB 800FSB HT2) BTX	-	NEW		-	-	NL		250.13 
 P4 650 (3.4 Prescott 2MB)	602	-		2181	760	-	3/10	293.05 
 P4 650 (3.4 Prescott 2MB) BTX	0	-	2/21	223	0	-		306.00 
 P4 651 (3.4 2MB 800FSB HT2)	49	-	2/23	101	1185	NEW	2/24	293.24 
 P4 651 (3.4 2MB 800FSB HT2) BTX	-	NEW		-	-	NL		306.72 
 P4 660 (3.6 Prescott 2MB)	1501	-		3490	290	-	3/3	426.18 
 P4 660 (3.6 Prescott 2MB) BTX	10	-		374	0	-		439.14 
 P4 661 (3.6 2MB 800FSB HT2)	48	-	2/23	0	360	NEW	3/3	426.19 
 P4 670 (3.8 Prescott 2MB)	0	-		-51	10	B/O	2/14	635.92 
 P4 670 (3.8 Prescott 2MB) BTX	-	NL		-	-	NL		658.18 
 								 
 P4 805 (2.67G DC 533 2x1MB)	133	NEW	2/24	-163	3510	NEW	2/24	139.22 
 P4 820 (2.8G DC 2x1MB)	1044	-		303	1500	-	2/20	244.41 
 P4 820 (2.8G DC 2x1MB) BTX	184	-	2/20	-	-	NL		276.94 
 P4 830 (3.0G DC 2x1MB)	778	-	3/3	137	1500	-	2/20	312.16 
 P4 830 (3.0G DC 2x1MB) BTX	1	-		-1	-	NEW		320.51 
 P4 840 (3.2G DC 2x1MB)	22	-	2/20	-53	1050	-	2/20	412.95 
 P4 840 (3.2G DC 2x1MB) BTX	-	NL		-1	-	NEW		374.35 
 P4 840 3.2G EE (DC 2x1MB w/HT)	9	-		5	0	-		1,040.70 
 								 
 P4 920 (2.8G DC 800 2x2MB)	1005	-		689	3105	-	2/24	264.50 
 P4 920 (2.8G DC 800 2x2MB) BTX	-	NEW		-	-	NL		273.58 
 P4 930 (3.0G DC 800 2x2MB)	-	NEW	2/22	180	820	-	2/24	342.22 
 P4 930 (3.0G DC 800 2x2MB) BTX	-	NEW		-	-	NL		352.73 
 P4 940 (3.2G DC 800 2x2MB)	0	-	3/24	-69	115	NEW	2/24	452.90 
 P4 950 (3.4G DC 800 2x2MB)	0	-	2/21	-54	145	NEW	2/24	674.41 
 P4 955 (3.46G DC 1066 2x2MB)	0	-	2/24	-23	20	NEW	2/17	1,033.12 
 								 
 Pentium M 730 1.6GHz 533FSB 2MB	-	NL		0	0	-		171.77 
 Pentium M 740 1.73GHz 533FSB 2MB	109	-	2/24	1021	485	-	3/10	209.58 
 Pentium M 750 1.87GHz 533FSB 2MB	204	-		404	205	-	3/3	251.58 
 Pentium M 760 2.0GHz 533FSB 2MB	14	-	2/23	72	410	-	3/3	306.57 
 Pentium M 770 2.13GHz 533FSB 2MB	59	-		258	45	-	3/3	439.87 
 Pentium M 780 2.26GHz 533FSB 2MB	0	-	2/22	51	0	-		661.32 
 								 
 Core Solo T1300 1.66 667 2MB	-	NEW		0	0	NEW		209.95 
 Core Duo T2300 DC 1.66 667 2MB	54	-		-2	0	NEW		251.52 
 Core Duo T2400 DC 1.83 667 2MB	45	NEW		0	0	NEW		306.81 
 Core Duo T2500 DC 2.0 667 2MB	25	NEW		0	0	NEW		439.93 
 Core Duo T2500 DC 2.16 667 2MB	15	NEW		0	0	NEW		661.36 
 								 
 Xeon 3.2 GHz 800 FSB 1MB Pas	1	-		-1	0	-		337.91 
 Xeon 3.2 GHz 800 FSB 1MB 1U	-	NL		3	0	-		337.85 
 Xeon 3.33 GHz 667 FSB 8MB	-	NL		0	0	SO		3,783.84 
 Xeon 3.6 GHz 800 FSB 1MB 1U	2	SO		-	-	NL		723.84 
 								 
 Xeon 2.8 GHz 800 FSB 2MB Act	139	-		634	288	-	3/3	217.59 
 Xeon 2.8 GHz 800 FSB 2MB Pas	16	-		295	33	-	3/3	217.61 
 Xeon 2.8 GHz 800 FSB 2MB 1U	13	-	3/3	0	52	-	3/3	217.52 
 Xeon 3.0 GHz 800 FSB 2MB Act	1	-	2/20	88	916	-	2/24	270.98 
 Xeon 3.0 GHz 800 FSB 2MB Pas	74	-	2/20	126	178	-	3/3	271.02 
 Xeon 3.0 GHz 800 FSB 2MB 1U	18	-	2/22	-32	56	B/O	3/3	270.93 
 Xeon 3.2 GHz 800 FSB 2MB Act	146	-		142	265	-	3/3	343.29 
 Xeon 3.2 GHz 800 FSB 2MB Pas	10	-		40	0	-		343.31 
 Xeon 3.2 GHz 800 FSB 2MB 1U	-	NL		13	0	-		338.25 
 Xeon 3.4 GHz 800 FSB 2MB Act	55	-		136	0	-		487.02 
 Xeon 3.4 GHz 800 FSB 2MB Pas	10	-		-4	0	-		487.04 
 Xeon 3.4 GHz 800 FSB 2MB 1U	-	NL		327	0	-		479.91 
 Xeon 3.6 GHz 800 FSB 2MB Act	0	-	2/23	56	0	-		729.76 
 Xeon 3.6 GHz 800 FSB 2MB Pas	0	-		-1	0	-		729.77 
 Xeon 3.6 GHz 800 FSB 2MB 1U	3	-		4	4	-	1/20	729.67 
 Xeon 3.8 GHz 800 FSB 2MB Act	-	NL		47	0	-		883.01 
 Xeon 3.8 GHz 800 FSB 2MB Pas	-	NL		7	0	-		883.03 
 Xeon 3.8 GHz 800 FSB 2MB 1U	-	NL		0	0	-		882.84 
 								 
 Xeon MP 2.83G 667 FSB 4MB	-	NL		0	0	-		1,220.73 
 Xeon MP 3.16G 667 FSB 1MB	-	NL		-8	0	NEW		758.00 
 Xeon MP 3.66G 667 FSB 1MB	-	NL		4	0	-		1,003.53 
 								 
 Xeon LV 3.0G 800 FSB 2MB Act	22	-		-	-	NL		560.79 
 Xeon LV 3.0G 800 FSB 2MB Pas	-	NEW		-	-	NL		560.79 
 Xeon LV 3.0G 800 FSB 2MB 1U	-	NEW		-	-	NL		560.79 
 								 
 Xeon 2.8G DC 800 FSB 4MB Act	10	-		34	20	-	3/3	1,101.26 
 Xeon 2.8G DC 800 FSB 4MB Pas	10	-		4	28	-	3/3	1,101.34 
 Xeon 2.8G DC 800 FSB 4MB 1U	2	-		30	20	-	3/3	1,101.26 
 								 
 Itanium 2 1.4GHz 4MB Tray	-	NL		0	0	SO		2,290.66 
 								 
 

** NOTES:

1. The Semprons are trickling in - why no volume in the low parts?
2. Removed most older Xeons (1MB cache)
3.
4.
5.