Yikes!!! AMD to raise prices on non-sempron chips???

[Rock Hydra]

Originally posted by: Zebo

If that's the case, I might just end up buying a Pentium D.

Nothing wrong with that...it's good value if you live in the dorms where power is paid collectivly.

Or if you live in an apartment where the utilities are included in the cost of rent. 😀

 

[Duvie]

Originally posted by: Pabster

Originally posted by: Zebo
I would'nt bet on those X2's being all that profitable. 233million transistors which must be manufactured perfectly must have low yield rates VS say a single core @ ~70-113 million depending on core or Intel's solution of putting two singles together.

This is true; We don't really know how the yields are. That kind of information is speculative at best but it certainly makes sense that the yields on dual-core chips would be lower than single-core models.

I think in that logic may lie the truth about why we will see 3800+'s coming out soon...My guess is they may be some of those that didn't make the cut. NOtice how they are only the 512kb version ones which mean the cache may have been defective a lot as well..

 

[Pabster]

You mean, perhaps, the 3800+ Manchesters are Toledo's that had faulty cache?

I think it is more plausible they are 4200+ parts that didn't make the cut.

 

[Duvie]

Originally posted by: Pabster
You mean, perhaps, the 3800+ Manchesters are Toledo's that had faulty cache?

I think it is more plausible they are 4200+ parts that didn't make the cut.

I think they can be both...otherwise there would be mention of 4000+'s as well right??? that is the real crap shoot for ocers...

 

[Wingznut]

Originally posted by: clarkey01
Intel have oversupply, I wouldnt be surprised if they lowered thier prices and caught out AMD. In fact I bet on it.

Happen to have a link to support this theory?

 

[Zebo]

Yup I'd be very scared to be 3800 gunia pig...

 

[clarkey01]

Originally posted by: Wingznut

Originally posted by: clarkey01
Intel have oversupply, I wouldnt be surprised if they lowered thier prices and caught out AMD. In fact I bet on it.

Happen to have a link to support this theory?

I did read it , the best I can do for you is this, its late here and Im off to bed.

http://www.forbes.com/technology/enterp...rs-0718markets17.html?partner=moreover

http://www.forbes.com/markets/2005/06/20/0620automarketscan04.html

I'll try and link you 2moro with the one I read. Laterz

 

[Xyclone]

Uhhhh....guys.... AMD is not going to produce anymore non-sempron single cores in about a year, or so they say. They want to make dual-core the norm. Or so I heard from my bro's Maximum PC magazine (the one with the nurse on the cover).

 

[Zebo]

Attention: they already have two bin #'s that can't make the grade:

Watch out for ADA4200DAA6CD or ADA4600DAA6CD... they were toledos who could'nt make the cache grade and relabed as manchesters. I expect poor clocking here.

Second if you see ADA3800DAA6CD beware, same deal.

#'s you want are

ADA4600DAA5BV
ADA4600BVBOX

ADA4200DAA5BV
ADA4200BVBOX

ADA3800DAA5BV
ADA3800BVBOX

 

[superfly27]

Where do you find that info?
BTW, what does everyone think of the decision to come out with Sempron 3700+ next year? How are they going to sell their high end chips if Semprons could catch them?

 

[Wingznut]

Originally posted by: clarkey01

Originally posted by: Wingznut

Originally posted by: clarkey01
Intel have oversupply, I wouldnt be surprised if they lowered thier prices and caught out AMD. In fact I bet on it.

Happen to have a link to support this theory?

I did read it , the best I can do for you is this, its late here and Im off to bed.

http://www.forbes.com/technology/enterp...rs-0718markets17.html?partner=moreover

http://www.forbes.com/markets/2005/06/20/0620automarketscan04.html

I'll try and link you 2moro with the one I read. Laterz

What those articles say is that there "may be" a surplus later this year and into next. ("may be" being the very key words.)

This is very different from your proclimation that Intel currently has an oversupply.


Now, suppose that someone pro-Intel had said something wholly inaccurate like that about AMD. He would've been called a zealot, spewing FUD, and whatever other derogatory terms appear in this forum.

My point? Heh... I suppose just to point out the general hypocrisy around here. 🙂

 

[clarkey01]

Originally posted by: Wingznut

Originally posted by: clarkey01

Originally posted by: Wingznut

Originally posted by: clarkey01
Intel have oversupply, I wouldnt be surprised if they lowered thier prices and caught out AMD. In fact I bet on it.

Happen to have a link to support this theory?

I did read it , the best I can do for you is this, its late here and Im off to bed.

http://www.forbes.com/technology/enterp...rs-0718markets17.html?partner=moreover

http://www.forbes.com/markets/2005/06/20/0620automarketscan04.html

I'll try and link you 2moro with the one I read. Laterz

What those articles say is that there "may be" a surplus later this year and into next. ("may be" being the very key words.)

This is very different from your proclimation that Intel currently has an oversupply.


Now, suppose that someone pro-Intel had said something wholly inaccurate like that about AMD. He would've been called a zealot, spewing FUD, and whatever other derogatory terms appear in this forum.

My point? Heh... I suppose just to point out the general hypocrisy around here. 🙂

If someone said AMD had oversupply I would laugh. Just think about it. And how does showing those sites make me anti Intel ? I got my mum a dell and was looking @ a pentium M laptop for myself. As for my current rig, I couldnt of got this performance from a current Intel chip, this time next year, the tables may be turned.

 

[Zebo]

Demand seems slow for PentiumD's dispite thier rock bottom pricing, Link. In fact I hav'nt seen one at anandtech but counted at least 40 X2's .. I personally do not understand it.. much better deal than say a 630 which is only $20 cheaper.

 

[clarkey01]

Originally posted by: Zebo
Demand seems slow for PentiumD's dispite thier rock bottom pricing, Link. In fact I hav'nt seen one at anandtech but counted at least 40 X2's .. I personally do not understand it.. much better deal than say a 630 which is only $20 cheaper.

There shipping in the 100,000's. Ontelli said recently. But then again, was it him or barret that said 2003 was the "year of the itanium".

It'd be intresting to see what the production numbers on there different chips are at the moment and what dual core make up for it.

 

[clarkey01]

Millions by the end of the year zebo : http://informationweek.com/story/showArticle.jhtml?articleID=163701468

 

[DarkKnight69]

Intel is bringing in record sales and in Q1 this year AMD recorded a profit loss and Q2 they only did $ million net sales. If they wanna keep up the massive R&D they need to make some monies.

http://www.amd.com/us-en/Corporate/InvestorRelations/0,,51_306_643,00.html

 

[angryswede]

check out newegg, some A64 prices have been raised. i was looking for a budget 754 solution and noticed newcastle prices have gone up by a few bucks,

 

[mamisano]

I'll say it again:

quote:
Originally posted by: Viditor
They are absolutely NOT increasing prices!

They are increasing the ASP by selling more Opterons than Semprons and A64s.
This was already talked about in the conference call...the guy who wrote the article is an idiot.

I should probably add that AMD has increased their ASP every quarter for the last year...



EXACTLY!!!!!

The socket 754 Sempron has a higher ASP than the Socket-A chips. When Socket-A goes away, then AMD's overall average ASP will raise because XP won't be weighing it down. Some people need to READ an artical instead of posting conjecture and FUD.

 

[clarkey01]

Originally posted by: DarkKnight69
Intel is bringing in record sales and in Q1 this year AMD recorded a profit loss and Q2 they only did $ million net sales. If they wanna keep up the massive R&D they need to make some monies.

http://www.amd.com/us-en/Corporate/InvestorRelations/0,,51_306_643,00.html

I think they made a profit for Q2 ? http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=165702128
Sorry If I'm wrong.

FAB 36 is whats costing them. They need more money coming in thats for sure.

 

[Foxfire69]

😕 Zebo --> I asked this question to the sales dept. of Monarch Comp.:

"What is the manufacturer's part # for the AMD Athlon X2 3800+ OEM that is sold in the Pre-Tested Combo?"

Their response was:

"The manufacturer's part number is ADA3800DAA5CD. Let me know if I can provide any other assistance."

You list ADA3800DAA5BV, but what about ***DAA5CD?

Also, superfly27 asked you were you got the info. about the binning of different parts... I'd also like to know.

Thanx!

 

[Zebo]

Originally posted by: Foxfire69
😕 Zebo --> I asked this question to the sales dept. of Monarch Comp.:

"What is the manufacturer's part # for the AMD Athlon X2 3800+ OEM that is sold in the Pre-Tested Combo?"

Their response was:

"The manufacturer's part number is ADA3800DAA5CD. Let me know if I can provide any other assistance."

You list ADA3800DAA5BV, but what about ***DAA5CD?

Also, superfly27 asked you were you got the info. about the binning of different parts... I'd also like to know.

Thanx!

BV is true manchesters (133million transitors).. CD are cut down toledos to made look like manchesters.. It's my opinion they were cut down because they could'nt make toledo either because speed was'nt there or part of cache was bad. After all, why sell a more expensive chip for less?