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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST
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To: dougSF30 who wrote (162573)6/28/2005 2:45:22 AM
From: pgerassiRead Replies (1) of 275872
 
Dear Doug:

Come on! ASPs do not drop 28% without it showing up on Pricewatch and other such sites. During Q2 those prices have not changed much. In addition pricing waterfalls have not occurred. Higher bins just got higher prices and later nodes Rev E are getting a premium over older Rev C and D CPUs. If anything A64 ASPs may have slightly risen over the last month or so.

Its like your comment that few San Diegos can become Turions. Doesn't fit the external facts, but you believe it anyway.

Pete
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