Yeah, but I think this still show that they are starting to ramp up. What
this price adjustment shows me is that they are ready to take A64 into the
main stream market (by this I mean the mid-range pc market of course). Prior
to this price adjustment even the "low end" A64's were considered to be
parts reserved for highend/enthusiest boxes... Now the prices are low enough
that just last friday I got around to buying an A64 3000+ and a fairly nice
Chaintech board to go with it.
I've built two A64/3200+ systems recently - different cores but the price
had not changed at all in 6 weeks or so... until last weekend... and very
little before that. Those are 754 systems and certainly in the affordable
bracket, not in the high-end or enthusiast by any means - I generally look
for a CPU which is <$300... "mid-range PC" to me. IMO those adjustments
were just the next phase in the segmentation of marketing according to
current production of mbrds and production/uptake of CPUs. Basically this
accomodates socket 939 which is what is ramping up - mbrds are just
starting to appear. IOW it's the changeover to dual channel mainstream
CPUs.
I'm not sure what AMD's fab arrangements are here but I think they are
going to get into a tight supply situation before Dresden II comes
on-stream... late 2005? It'll be interesting to see how much "mileage"
they get out of the Lance/TdF success - they certainly got quite a wide
exposure there to what I believe is an "informed" audience. Other than
being in a state of total disarray
, I'm not sure what the hell Intel is
up to with their reticence on x86-64 but I'm sure they're hoping that the
tight supply on A64 will contain it until they are "ready".
Rgds, George Macdonald
"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??