Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 264.31

+2.5%

3:59 PM EDT

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From: dougSF30	12/10/2006 9:19:23 PM
	Read Replies (2) of 275872

Chartered parts low-binning? investorshub.com I'd expect AMDs ASP will be down again a tad, because silicon from Singapore plays into the equation with low feature-yields, from what I hear. and later... Certainly. But the mix you depends not only on what the market absorbs, but from what you have. AMD has inventory hopefully buffering the effect from low-feature inflow from Singapore. But they gotta do inventory management if they don't want to end up in Intels inventory situation. So I expect it will play into the equation for next quarter: Trying to put it in polite words: "Leaner" mix. Just to avoid poorer mix, you know. ;)

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