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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: pirasa2 who wrote (238459)	8/9/2007 9:48:55 AM
From: pgerassi	Read Replies (2) of 275872

Dear Pirasa2: Have you checked mobile processor pricing? Here is the AMD price list: amd.com Turion X2s start at $154 and work their way up to $354. Mobile Semprons start at $86 and go to $134. BTW the TL-66 uses the Brisbane die as only 65nm K8s support half step frequency multipliers. The TL-58 (1.9GHz) and TL-62 (2.1GHz) are in laptops being sold today. There are indications that the 2.5 and 2.6GHz Turion Brisbanes are coming as well (TL70 at 2.5GHz and TL-72 at 2.6GHz). So you should take your overall $70 ASP mobile prices and get real. Mobile chipset, iGPU and discrete GPU prices are higher too than their desktop counterparts. That is true for Intel as well. They get a significant amount of profits from their mobile chipsets. If AMD was selling mobiles at $70 overall ASPs, they would have more than half of the market (60-80% of 25-35 million). The thing that stopped them before was the lackluster mobile support from VIA, SIS, Ali, nVidia and ATI. They don't have that problem any more. Pete

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