Considering the flop that is Arrow Lake, if this turns out to be true I would be somewhat pleasantly surprised. AMD can at this point price it higher since there is no real competition. Hell, they still have Zen 4 stock to sell, so why not. I guess they want to bump up those Zen 5 sales numbers, which are pretty bad, for shareholders.
AMD's bigger goal (should be) to steal enthusiast/gamer market share from Intel. 9800X3D will be 20% expensive than 265K, but will it actually be 20% faster than 285K as AMD just claimed?
1080p gaming, 7800X3D (at MSRP) enjoys 12% performance advantage and is priced 12.5% higher than 265K. If a gamer is buying a bleeding-edge CPU, they are not gaming at 1080p, and X3D value drops quickly at higher res.
Brand loyalty takes a lot to break, and I think Intel's self-inflicted injuries of (1) 13th/14th gen degradation, (2) Core Ultra under-performance, (3) expensive CUDIMM, would be enough to leave Team Blue..
If Intel responds by cutting another $25 to $50 off Arrow Lake to move units this quarter, I could see a lot of LGA 1151 or 1200 users (who are looking to ugprade) sticking to Intel and upgrading to 1851. Or even buying firesale pricing on LGA 1700.
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