SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 227.90+2.0%Jan 15 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pirasa2 who wrote (214821)10/24/2006 10:00:22 PM
From: Elmer PhudRead Replies (1) of 275872
 
pirasa2

I'm not so easily convinced. The 5000+ is the high binsplit and seeing as AMD is desperate for a paper product to look like they are still in the performance race, it makes sense for them to price it so high that it shows up but demand is more in line with the limited supply. WSPX and die size tell you nothing about binsplit. ASPs say more than the data you quote. Why else price an underperforming product above the competition's much better performing part?

world class yields

Oh no doubt....
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext