Niceguy, I agree to an extent - but I see no silver lining for AMD. Either they had to slash prices to a $75 avg just to move the damn things (and worse, probably stuffed) and INTC was able to retain a decent ASP (unlikely) - or they're both at rock bottom, and that's a battle AMD will have a tough time winning. Just to stay afloat, AMD will have to slash prices further due to scale, which will take them into the red again - and investors will run faster than you can hit sell.
Further, with Durons at and over 1 gig, who really needs an Athlon (classic) anyway.
Again, ASPs don't can't raise at 1/4 the rate that they fall, and AMD has no new product to combat this (at least in the consumer desktop space). Hopefully they can get more of the mobile market, but it's always catch up for this company.
It's really a shame. Some consumer marketing, consumer demand, brand recognition, education to the consumer, would have helped tremendously - and we wouldn't be flirting with the teens again.
I hope I'm wrong, but I don't think I am.
Dave |
