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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dougSF30 who wrote (155279)	4/8/2005 12:40:20 PM
From: gzubeck	Respond to of 275872

Doug...didn't AMD say that they converted at least one total line to 90nm for A64 production and my bet is that AMD took their equipment from the replaced 130 nm and are using it somewhere else...if AMD is selling more A64's to larger Tier 1's I would think it would totally be possible for their ASP's to go up dramatically...what if AMD sold 3 million Athlon XP's and 4.5 million A64's and Opterons with a total ASP of $110...what's that come to...$825 million gross with higher margins...would be very nice...;>)