AM2 X2 cut by 50% on July 24

[Viditor]

Daily Tech

Hmmm...an X2 4800+ for $315? I may have to upgrade my file server...
Of course an X2 3800+ for $150 doesn't suck either...

Edit: at those prices, you'd have to drop the PD 940 down to $100 to make it even interesting, and an 805 just isn't an option anymore.

 

[Duvie]

Originally posted by: Viditor
Daily Tech

Hmmm...an X2 4800+ for $315? I may have to upgrade my file server...
Of course an X2 3800+ for $150 doesn't suck either...

tell me that may translate to opterons as well???? i would love to get some more 265's or 270's....

After further reading it I hope it isn't just the AM2 models....

 

[Xcobra]

very good news but i still wont buy an AM2 system any time soon, itd be nice if they had a price cut for opterons... oh well

 

[Viditor]

Originally posted by: Duvie

Originally posted by: Viditor
Daily Tech

Hmmm...an X2 4800+ for $315? I may have to upgrade my file server...
Of course an X2 3800+ for $150 doesn't suck either...

tell me that may translate to opterons as well???? i would love to get some more 265's or 270's....

Sorry mate...

AMD Athlon 64 price cuts will receive price cut up to 30% (remember that this is in addition to the current price cuts)
AMD Athlon 64 X2 will receive price cuts up to 50%
AMD Sempron processors will receive price cuts up to 15%

 

[Duvie]

Originally posted by: Viditor

Originally posted by: Duvie

Originally posted by: Viditor
Daily Tech

Hmmm...an X2 4800+ for $315? I may have to upgrade my file server...
Of course an X2 3800+ for $150 doesn't suck either...

tell me that may translate to opterons as well???? i would love to get some more 265's or 270's....

Sorry mate...

AMD Athlon 64 price cuts will receive price cut up to 30% (remember that this is in addition to the current price cuts)
AMD Athlon 64 X2 will receive price cuts up to 50%
AMD Sempron processors will receive price cuts up to 15%

Well that sucks!!!

 

[Viditor]

Originally posted by: Duvie

Well that sucks!!!

More than you know...I imagine that both Intel and AMD shares will get a real smack-down on Monday...

 

[Mucker]

50% off 939 X2? :thumbsup:

 

[Markfw]

All X2's are 939

 

[degeester]

Tough luck for those who recently bought X2's. Hasn't AMD just sunk their sales for the next 6 weeks. Why would anyone spend the money today when in 1 1/2 months the same CPU is going to be way cheaper.

Just a guess, but watch out for Wall Street to pummel AMD shares in the next few weeks. I am glad I no longer have any AMD stock. I didn't ride it to the top but didn't get rid of it at the bottom.

 

[Viditor]

The X2s are AM2 only according to the article...

 

[alex123]

Yeah baby...

Conroe, or cheap X2s, 2006 is so much better than 2005 was...

 

[Mucker]

suck not does competition........

 

[ahock]

AM2 will be dropped as well? Is this true? If it is then AMD somehow is feeling the pressure now. Well I honestly believe that Intel can afford it so as to burn all the inventory they have. Plus Core will take over the high end place... But for AMD I dont think AM2 can displaced DDR version of K8 which will really hurt them financially.....

 

[Viditor]

Originally posted by: ahock
AM2 will be dropped as well? Is this true? If it is then AMD somehow is feeling the pressure now. Well I honestly believe that Intel can afford it so as to burn all the inventory they have. Plus Core will take over the high end place... But for AMD I dont think AM2 can displaced DDR version of K8 which will really hurt them financially.....

Yes, AMD is feeling the pricing pressure...but this really has nothing to do with Conroe.
The volumes being shipped of Conroe this year are nowhere near enough to effect AMD...(8-15% only of their mid-high end desktops by year's end)

As to the price cuts from Intel being affordable, it depends on what you mean. Intel's margins are plummeting and have been all year. It was estimated at the end of May that they had 6-8 weeks of excess inventory over and above the back to school buildup.
Not only will they burn off their inventory, but their profit margins will be cut even more than they are now (and they're already well below AMD's profit margin).
That said, Intel has a lot of cash...but they're gonna need it to pay for this.

AMD isn't in as bad a place because of Opteron (at least not for 06). The profit margin on Opteron is huge by comparison, and they will continue gaining marketshare there in both 2P and 4P until the Woodcrest platform is qualified next year...and then they will still gain marketshare in 4P. After that comes K8L, and that is a big questionmark (though the paper specs make it appear to be slightly better than Conroe based processors).

Also, we have yet to see how well the AMD 65nm chips (Rev G) will perform at the end of this year

 

[Xonoahbin]

All I have to say is.. :thumbsup:

 

[DrMrLordX]

This means I might be able to afford a new computer sooner than I thought. It's a good thing I'm not in the habit of selling old parts to pay for new machines.

Even still, I can't see this as being good for either AMD or Intel in the long run.

 

[golem]

AMD isn't in as bad a place because of Opteron (at least not for 06). The profit margin on Opteron is huge by comparison, and they will continue gaining marketshare there in both 2P and 4P until the Woodcrest platform is qualified next year...and then they will still gain marketshare in 4P. After that comes K8L, and that is a big questionmark (though the paper specs make it appear to be slightly better than Conroe based processors).

Also, we have yet to see how well the AMD 65nm chips (Rev G) will perform at the end of this year

I don't think you're right in this. Desktop sales dwarf server sales by orders of magnitude. The profit margin on server cpus may be much better than on desktops cpus, but it's the desktop sales that pay the bills, the servers sales are just gravy.

 

[Shimmishim]

these price cuts rule!

 

[DrMrLordX]

AMD will get by somehow. They've done it before, such as when the 1.4 ghz Thunderbird was the fastest desktop CPU on the market and sold in the $100-$200 range by the end of its run. Now they've got their server market segment to help prop them up a bit more during this next period of low profit margins.

Even still, it won't be pretty.

 

[Skott]

Price wars! I love them! Looking like its going to be a nice summer on the processor front this year. Now if we can just get nVidia and ATI to follow suit it'll be really sweet.

 

[Kougar]

Originally posted by: golem

AMD isn't in as bad a place because of Opteron (at least not for 06). The profit margin on Opteron is huge by comparison, and they will continue gaining marketshare there in both 2P and 4P until the Woodcrest platform is qualified next year...and then they will still gain marketshare in 4P. After that comes K8L, and that is a big questionmark (though the paper specs make it appear to be slightly better than Conroe based processors).

Also, we have yet to see how well the AMD 65nm chips (Rev G) will perform at the end of this year

I don't think you're right in this. Desktop sales dwarf server sales by orders of magnitude. The profit margin on server cpus may be much better than on desktops cpus, but it's the desktop sales that pay the bills, the servers sales are just gravy.

I'm pretty sure you have it backwards I couldn't say about the numbers of chips that are devoted for servers vs the desktop markets, but AMD makes by far the most net income from their server sales, with the desktop and mobile segments trailing behind those. I can't seem to find that brief interview where AMD said around the start of this year they'd be concentrating on the server market for this very reason. AMD makes almost nothing off of a Sempron and only a bit better on the low end Athlon 64 segment. Nor can I find any good breakdowns on this years quarterly earnings beyond some figures I can't directly compare or draw info from.

I would expect the "up to" to be the catch, I'm pretty sure there will be no 50% off a X2 3800+... with the discount off edging up in as the model number does, since they have a higher profit margin they can trim off with the higher end chips.

 

[Acanthus]

All i know is im hearing conroe is hitting 3.5ghz+ on air, being faster clock for clock to begin with... The enthusiast community is gonna abandon ship rather fast.

 

[the Chase]

The single core A64's are going to be cheaper than similarly clocked Semprons. AM2 is going to be a great budget platform as DDR2 should continue to drop in price and the AM2 mobos are fairly cheap.(And it seems there are a lot of mATX mobos for AM2 at good prices).

 

[imported_Questar]

The volumes being shipped of Conroe this year are nowhere near enough to effect AMD...(8-15% only of their mid-high end desktops by year's end)

Wow. every time you post that number gets smaller.

 

[secretanchitman]

hmm, interesting...either a core 2 duo E6600 or a nice AM2 X2...which to get?