Wednesday, June 14, 2006

Price war preview

At newegg.com, a few days ago, Intel took #4 and #5 of the "Top 5 Sellers" in the CPU category. AMD made massive cuts on single core Athlon 64 Socket 939 and AM2. Now., AMD takes the #1, #2, #3 and #5 spot.

Top 5 Sellers

* AMD Athlon 64 3200+ 2000MHz HT Socket 939 Processor - Retail $99.99
* AMD Athlon 64 X2 3800+ 2000MHz HT Socket 939 Dual Core Processor - Retail $297.00
* AMD Athlon 64 3500+ 2000MHz HT Socket 939 Processor - Retail $114.99
* Intel Pentium D 930 800MHz FSB LGA 775 Dual Core Processor - Retail $190.99
* AMD Athlon 64 3000+ 2000MHz HT Socket 939 Processor - Retail $96.00


Expect AMD to take the #4 spot once it drops dual core prices.

12 Comments:

Blogger netrama said...

On Analysts....
I really begin to wonder why do these guys exist at all.
When an analyst gives his "advices" ..the white suits who employ him seem to do exactly opposite to what he says. So my question is who is the advise for ??
Specifically I wonder who are people who listen to an analyst.
And to make matters work these crooks have begin to give their opinion on technology aspect like a cache architecture..this is really scary now!!

4:35 PM, June 14, 2006  
Anonymous Anonymous said...

Wait till Conroe comes out to see the top sellers ;)

5:40 PM, June 14, 2006  
Anonymous Anonymous said...

re: Wait till Conroe comes out to see the top sellers ;)"

Conroe will be a slow ramp. I guess they don't all yield cherries.

6:05 PM, June 14, 2006  
Anonymous Anonymous said...

I believe everybody wanna buy Conroe. Having supply exceeds demand tremendously, its price might shoot up.

8:02 PM, June 14, 2006  
Anonymous Anonymous said...

Who is Intel trying to cheat...this time

by putting a bigger cache and calling it fancy names (instead of "A Patched P3 with bigger cache")

Probably only the Intel fanboys - who typically -may be in their 60's or 70's , fat and balding and who purchased Intel stock in 1985 ..lol

8:52 PM, June 14, 2006  
Anonymous Anonymous said...

http://www.dailytech.com/article.aspx?newsid=2858

IMO this is the best move AMD has made in a while. It may ruffle a few feathers among the enthusiast crowd but it allows AMD to compete more effectively against INTEL. Why? Because making only 512KB will allow them to:

1) Have more concentrted production since they would be producing mostly manila chips for the mainstream.

2) A more streamlined product lineup that will make marketing easier.

3) Allow them to make more chips per wafer with a decreased defection rate because of the decreased die size. This will allow them to price their products more competitively as illustrated by the recently disclosed price cuts: http://www.dailytech.com/article.aspx?newsid=2800
This will, in turn, bloster their drive to gain more market share.

4) Allow them to supply Dell with sufficient chips for their apparent upcoming line of desktops: http://www.dailytech.com/article.aspx?newsid=2800

5) Allow them to be able to supply more chips to other retailers and the DIY market.

6) Allow them to gain more market share because of the aggressive pricing which will entice consumers.

7) Allow them to ramp clock speeds easier because of the more concentrated and specialized production. APM will allow them to get even better over time because of this.

If AMD takes full advantage of these points they can exit 2006 with 35-45% market share.

9:00 PM, June 14, 2006  
Anonymous Anonymous said...

"If AMD takes full advantage of these points they can exit 2006 with 35-45% market share."

However, if they don't execute on all and they won't. They will exit 2006 with about 24% market share.

9:55 PM, June 14, 2006  
Anonymous Anonymous said...

"Probably only the Intel fanboys - who typically -may be in their 60's or 70's , fat and balding and who purchased Intel stock in 1985 ..lol"

Lol, you should wish yourself best luck to be half rich as they are when you are at their age.

10:05 PM, June 14, 2006  
Anonymous Anonymous said...

I am not a headless AMD fanboy, but I like AMD, because, thanks to AMD, we have a very competitive environment now. If it was not AMD, we have been working up to now on P3 and would paid a lot of money to Intel for this.
Intel's fanboys, just think it over again, if not AMD, you didn't see neither Conroe not even P4.
If the pc market will be devided by 50x50 between AMD and Intel we all, both Intel's and AMD's fanboys, only gain as consumers.

12:35 AM, June 15, 2006  
Anonymous Anonymous said...

"3) Allow them to make more chips per wafer with a decreased defection rate because of the decreased die size."

I though AMD had near 100% yield with APM? If so this point is wrong.

(Of course this point is right because everyone with 1/2 a brain knows you don't get 100% yield and especially early on in a new tehcnology node)

11:42 PM, June 15, 2006  
Anonymous Anonymous said...

Looks like Intel just took the number 5th spot on Newegg's bestseller list with the Pentium D 805.

12:28 PM, June 17, 2006  
Blogger TheKhalif said...

They are still at the Top 3 CPUs as of today but if you look, ALL MOTHERBOARDS in the Top 5 are for AMD.

10:08 AM, June 21, 2006  

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