AMD's price cuts 24 July

Page 2 - Seeking answers? Join the Tom's Hardware community: where nearly two million members share solutions and discuss the latest tech.
Toggle sidebar Toggle sidebar
http://chart.finance.yahoo.com/c/1y/i/intc
Click to expand...

Intel: 25 -> 18 ~ -28%

http://finance.yahoo.com/q/bc?s=AMD&t=1y&l=on&z=m&q=l&c=
AMD: 40 -> 21 ~ -50%

:roll:


I think both will continue to go down. Stockholders are not going to like the next couple of P&Ls with margins this low.
Intel will probably be better off since with 65nm, it can produce cheaper. Plus they can make money on motherboard sales.
AMD is probably not even making a dime at these retails until they can start rolling in 65nm.
Either way, I think mainstream is waiting for Vista before upgrading their computers.
 
I've felt for a while that AMD might do this. It appears that they are placing all attention on saving marketshare than profits. Let's face it, AMD has report MANY quarters in the red in the past with only a few recent ones in the black so investors are already used to seeing them operate this way. However, the real momentum comes from their stock which they plan to use as leverage for building new factories...and possibly buyouts(ATI). The primary driver behind their stock has been the gain in market share, so, without marketshare, stock will go down which ultimately has a direct affect on their expansion plans.

So, at this point in the game, marketshare is sacred ground for AMD, and is why they are willing to sacrifice profits.
Click to expand...

Uh ... AMDs stock price has halved in the last 6 months.

Correct, and if they have any hopes of keeping it from halving(or more) again in the next six months, they had to do something drastic.

I don't know if you remember or not, but AMD's stock was in the $5+ range through most of 2003...and without those investment dollars, their growth plans will be stymied because profits alone won't carry them.
 
Uh ... AMDs stock price has halved in the last 6 months.
Click to expand...

Of course Intel's ahsn't done much better, it's pretty much tanked over the last 6 months... its got me wondering what is going on as one of the two companies should be doing well IMO (more Intel at this point IMO)
 
AMD's stock was artificially inflated...
Click to expand...

I couldn't agree with you more. I found it strange that so many investors were so willing to jump on AMD stock after such a short run of success. Perhaps they were bedazzled by the possibility of AMD someday achieving a level of success of the same magnitude as Intel. It's becoming doubtful that this will happen though...hence the drastic drop in AMD share price.
 
Well, it seems that AMD's price cuts in response to Conroe are in line with what i had speculated in other threads, and are now competitive with Intel's offerings. (Source: Daily Tech)
$282 for an X2 5000+ coupled with cheaper mainboards, make it definitely a viable alternative to an E6600.
The 3800+ is now 150$, and very interesting are also the energy efficient versions.
FX-62 is now at 799$, though it does not seem (to me) to have a real market, unless 4x4 delivers sensible perfomance on common applications AND they manage to lock the platform on FX only CPUs; otherwise, i can see a pair of 5000+ getting in the case of many enthusiasts..
The price war is heating up, and it has never been a better moment to upgrade your CPU.
Click to expand...


Here are the new mobile CPU prices:
http://www.dailytech.com/article.aspx?newsid=3362 :lol:
 
Good find - this is very interesting.

The cuts are more dramatic than people had initially thought. Even though recent quotes from AMD suggested that they might go this far, the fanboys refused to believe that AMD would have to cut so much. BM was spouting about the 5000+ being at $400 and everyone else was saying that nobody would buy at that price. I guess AMD thought the same.

What is very interesting is that AMD have basically stuck 2 fingers up at anyone running a socket 939 system. No quoted prices for hardly any of the 939 line, only the bottom end chips, and this line was supposed to continue until the end of 2006.

If any of these users (like me) want to upgrade, what sort of message is that sending? Basically, stick your 939 and choose between AM2 or whatever Intel is offering. Oh, and you'll have to buy a new motherboard and some new RAM as well.

Nobody is going to buy those FX60s and X2 4800+s at the 'normal' price.

On other platforms however, for existing AM2 users just looking to upgrade, the prices look excellent. I doubt they are good enough to swing the mainstream away from the Core 2 Duo where most new users buying afresh will go to, but it is a decent counter-punch. Of course, a counter-punch doesn't normally have much oomph if you've just been hit with a piledriver.
Click to expand...

Those N/A's may mean AMD is dropping those CPU's from mass production as Intel only has 2 CPU's to compare with the X2's. The FX-62 price means nothing as the FX-64 is comming next month but forcasts last month had it at $999.

After seeing the small, FX line, gains over the X2 5000+ I wouldnt buy those CPU's but I have to see the FX-64's performance and new price.

Those new prices also should force the AM2 line over the 939's for AMD.
 
I can hear BM crowing at your post...

I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!! I told you so!!!
Click to expand...

:lol: :lol: :lol:

Probably. But everyone has their price point and performance expectations.

Since I'm ready to mothball (give away actually) my current Athlon XP-M PC, I'll be going for the E6600.
 
....
Nobody is going to buy those FX60s and X2 4800+s at the 'normal' price.....
Click to expand...

Those N/A's may mean AMD is dropping those CPU's from mass production as Intel only has 2 CPU's to compare with the X2's. The FX-62 price means nothing as the FX-64 is comming next month but forcasts last month had it at $999.

After seeing the small, FX line, gains over the X2 5000+ I wouldnt buy those CPU's but I have to see the FX-64's performance and new price.

Those new prices also should force the AM2 line over the 939's for AMD.

I know that but you're missing the point. There is no pricing information on those chips, and they are still being produced - some 939s will be produced for the next 11 months. I've zero interest in a X2 5000+ or an FX-62 / 64. They operate on another platform - AM2.

The 939 platform was a real enthusiast favourite adopted very early. It would be nice to see some sort of confirmation around the price cuts in this area.
 
....
Nobody is going to buy those FX60s and X2 4800+s at the 'normal' price.....
Click to expand...

Those N/A's may mean AMD is dropping those CPU's from mass production as Intel only has 2 CPU's to compare with the X2's. The FX-62 price means nothing as the FX-64 is comming next month but forcasts last month had it at $999.

After seeing the small, FX line, gains over the X2 5000+ I wouldnt buy those CPU's but I have to see the FX-64's performance and new price.

Those new prices also should force the AM2 line over the 939's for AMD.

I know that but you're missing the point. There is no pricing information on those chips, and they are still being produced - some 939s will be produced for the next 11 months. I've zero interest in a X2 5000+ or an FX-62 / 64. They operate on another platform - AM2.

The 939 platform was a real enthusiast favourite adopted very early. It would be nice to see some sort of confirmation around the price cuts in this area.
No, AMD wants to move on to the AM2 board is the point and they want to only sale their low cost 512K X2's at that low price on the 939.

The FX-62 is slated for the 939 and sould be released when the FX-64 comes to the AM2 boards.
 
The FX-62 is slated for the 939 and sould be released when the FX-64 comes to the AM2 boards.
Click to expand...

Sorry - I missed that there would be anything beyond the FX-60 for the 939. Thanks for that - any idea when it will be ready?
The FX-62 is slated for around the time the FX-64 comes out on the AM2 board. I'll try and dig up the article on it but I think its the only time line given.
 
My god i hope these price cuts affect 939. I have got 2gigs of super low latency ram and i was hoping to pick up a dual core on the cheap with these price cuts (i have a 3700 right now).
 
My god i hope these price cuts affect 939. I have got 2gigs of super low latency ram and i was hoping to pick up a dual core on the cheap with these price cuts (i have a 3700 right now).
Click to expand...
If you only use your system for gamming you may want to stay with your 3700. The X2 4600+ will only match it in single core gamming and you would be better off waiting for the K8L to get that shocking increase in performance.
 
Awesome. They better be talking about S939 as well. I've been wanting a dual core processor for a while now. If AMD doesn't drop the S939 and shafts those customers I will remove the AMD fanboy declaration from my signature.
 
In the chart, they have both a 3800 x2, and a 3800 x2 socket AM2 listed, so I'm sure the price of both AM2 and 939 will be $149
 
Awesome. They better be talking about S939 as well. I've been wanting a dual core processor for a while now. If AMD doesn't drop the S939 and shafts those customers I will remove the AMD fanboy declaration from my signature.
Click to expand...

Apparently nobody bothered to look at the price chart. There are socket 939's listed all over the place. As was previously mentioned, they are the ones that are not specified as AM2.

S939 is included.

Look at the chart. Don't just complain that S939 isn't there.
 
Awesome. They better be talking about S939 as well. I've been wanting a dual core processor for a while now. If AMD doesn't drop the S939 and shafts those customers I will remove the AMD fanboy declaration from my signature.
Click to expand...

Apparently nobody bothered to look at the price chart. There are socket 939's listed all over the place. As was previously mentioned, they are the ones that are not specified as AM2.

S939 is included.

Look at the chart. Don't just complain that S939 isn't there.

But retailers are not reducing 939 costs at the moment - only AM2.
 
Well my impression is that, with this price cuts, AMD is far from regaining the price/performance crown as claimed, but they're definitely in the game for the mainstream.
Basically you can look at the X2s as intermediate steps in the C2D pricing... especially considering the total platform price.
But you're right S939 does not look too good at the moment, let's hope that something will be done about that, as i think it could be a very good market for AMD and prevent a lot of "fans" to switch sides.
But i'll refrain, FX-62 prices at the moment don't make sense.
Click to expand...

AMD will reach at least the X25000 with socket 939 for those of you who dont want to switch your current hardware.
 
Well my impression is that, with this price cuts, AMD is far from regaining the price/performance crown as claimed, but they're definitely in the game for the mainstream.
Basically you can look at the X2s as intermediate steps in the C2D pricing... especially considering the total platform price.
But you're right S939 does not look too good at the moment, let's hope that something will be done about that, as i think it could be a very good market for AMD and prevent a lot of "fans" to switch sides.
But i'll refrain, FX-62 prices at the moment don't make sense.
Click to expand...

AMD will reach at least the X25000 with socket 939 for those of you who dont want to switch your current hardware.

Fine, as long as it matches or is cheaper than the AM2 price.
 
How will these price drops work in retailer stores? Will drops happen immediately? Does that mean on the day? The announced AMD price drop will happen on Monday, July 24th. When will retailers such as Fry's and CompUSA drop their prices to match the dropped prices?
 
Why do you compare the E6600 to the 5000+? Because they both are the 2nd CPU in their respective line-ups?
The 5000+ competes with the E6300 which is a 183-dollar-CPU.
 
You must log in or register to reply here.

TRENDING THREADS

Latest posts

Moderators online

Share this page

COMPANY
RESOURCES
FOLLOW
Top Bottom