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Politics : Formerly About Advanced Micro Devices
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To: AK2004 who wrote (147964)7/5/2002 10:47:41 AM
From: Tenchusatsu  Read Replies (2) of 1577917
 
Albert, many argued that AMD would be less affected by the downturn than Intel. They thought people would be less willing to pay Intel's higher ASP and more willing to pay AMD's bargain-basement ASP.

If that were truly the case, AMD would have gained market share this quarter. Instead, both lower ASP and lower share contributed to AMD's 33% revenue shortfall. Your scenario only considers the ASP side of the equation. The lost share is a direct result of AMD failing to execute to their plan.

Tenchusatsu
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