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

To: dougSF30 who wrote (191576)	4/1/2006 1:28:43 PM
From: DRBES	Read Replies (4) \| Respond to of 275872

apologies to the thread for posting that eple epril fools day hoax, it did fool me though i did notice the date of the story

To: dougSF30 who wrote (191576)	4/1/2006 1:52:55 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"It would be mostly ASP gain, due to richer mix (more server, more highend desktop, more mobile, less Sempron). " Anecdotal corroboration here: finance.messages.yahoo.com Heck, one would hope that AMD could meet German retailer demand. Q4 AMD numbers could only have been attained with a HUGE shift to A64 and Turion in the mix relative to Sempron. No reason to think that this shift won't continue. After all, if AMD can only supply 25% of the market when AMD mindshare is exploding and 30% to 50% of consumers now prefer AMD, then why not provide the higher margin higher end product?