Direct Link to INTEL CPU Price Cuts Story (50%)

[Infos]

Great News for AMD Fans

 

[KpocAlypse]

<< Great News for AMD Fans >>


Scarcasm? Or am i missing something here?



<< AMD is likely to respond with price cuts of its own, analysts said. >>



With barely any margin at all? Not likely....I don't expect to see a massive cut until the .13 palo's(err, whatever they are called) hit the street.

 

[pkomma]

That's prolly true, AMD is running on razor thin margins and any of its profits are coming from the sheer quantity its selling. Intel is clearing out its older p4's for the newer p4's right? These older chips have to be sold or they are worthless to Intel. I'm betting their 2.0 ghz chips are gonna be sitting right around their current prices.

 

[KpocAlypse]

<< Intel is clearing out its older p4's for the newer p4's right? >>



That is partly true, also you can think of it as them wanting to get as many p4's in the market as possiable, as quickly as possiable.(they can always return to a more moderate pricing plan later when they regain the market share) Heard something about how if intel wants, they were going to do another cut in late Oct. This cut will effect the .13 cores, hence the 2.0. But yes i'm certain the &quot;top of the line&quot; chips when released will be priced high.

 

[Infos]

I think it can safely be assumed that this news
will result in AMD price cuts.
They will be forced to bite the bullet.
My guess is before the week is out.
(or is that too much of a stretch for you KpocAlypse?)

:Q

 

[Midnight Rambler]

A.) That opinion (that Intel is cutting prices by 50% or more on P4's) is the opinion of ONE WS analyst; notably one who has been very negative on chip stocks for quite some time, and who has been right less often than wrong. Will definitely be interesting to see how low they go.

But there is no way any of these analysts know exactly what the new Intel prices will be for sure, and if one does, then they have violated SEC rules for sure. Furthermore, I doubt there are even many at all in the Intel &quot;channel&quot; who know the specifics of the price cuts yet.

B.) In a question of who can cut the most cost, over a prolonged time period, I'd bet that the company that currently has a 49% avg. margin can survive far longer than the company who currently has a 19% margin.