Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.85

+0.6%

11:17 AM EST

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To: Biomaven who wrote (123959)	6/16/2004 11:11:05 PM
From: pgerassi	Read Replies (1) of 275872

Dear Biomaven: It depends on the binsplits. If the peak is at 2.0GHz, virtually all dies can make 1.6GHz of the Opteron 242 or A64 2700+. Remember that AMD can and has in the past downbinned (selling a more capable CPU at a lower speed). If the peak is at 2.2GHz or over, the top end needs will be met with a small fraction of output and the only true determinant to overall sales is demand. The current situation is that upper end is demand constrained. The high end is due to price (by design) and the low end to production volumes assumed 3 months prior. The top end is the 850, 250, 246HE and the 240EE versions. They all get higher ASPs than the AFX53 and are allocated first. Then comes the rest of the Opterons, then mobiles and finally, desktops. Pete

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