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

To: dougSF30 who wrote (162559)	6/27/2005 11:15:03 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"I've already given you the equations. BTW, how about if CPG revenues for Q2 are below $800M, you agree not to post here for all of Q3?" Dougie, dougie, dougie, now please don't try to hide behind your equations. Tell you what: You provide sensible (sorry, I better hone in a bit, reasonable) values for your ASP variables for Sempron and Athlon 64, Q2 vs Q1, assuming 2x Athlon 64's in Q2, and I'll certainly consider your proposal. Fair deal? But if you can't provide reasonable values to make sense of your equation, will you take a 3 month time out? (Sure seems you need one, but that's just my perspective. So here's your excuse ;-))

To: dougSF30 who wrote (162559)	6/27/2005 11:29:29 PM
From: gzubeck	Read Replies (2) \| Respond to of 275872

So Doug, are you privy to these numbers or possible first hand knowledge about yield problems...or does Intel have most of the OEMs under their thumb to prevent AMD from getting fair prices for their cpu's...cause if AMD sold 9 million processors that would mean an ASP of just $85...are they giving away processors to bribe OEMS...inquiring minds would like to know!