Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (200701)	6/6/2006 4:59:28 PM
From: Petz	Read Replies (2) \| Respond to of 275872

I think HP will have a very hard time selling a dual core Conroe 2.4 GHz PC or the same price as a dual core 3.2 GHz P4 PC, no matter how good it is in benchmarks. But the X2 4400+ right next to it will have the same price sticker and outsell it. And, yes, I know the Conroe will outperform it in most single core benchmarks, but who knows that? Petz

To: eracer who wrote (200701)	6/6/2006 5:06:09 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"ASPs NEVER go up no matter how good your products are or what the competitive situation is. " Nobody said it is impossible. But it is a slow process, as any AMD investor should know.

To: eracer who wrote (200701)	6/6/2006 9:31:29 PM
From: grimes	Read Replies (2) \| Respond to of 275872

eracer re "Yeah, and that is why AMD's ASPs remain in the $60 range, instead of that fake ~$100 number being reported." If this is the case AMD must have shipped ~22 million processors last quarter - $1.3 bil rev/$ 60 rev/processor. This would be ~ 40 percent of total Q1 x86 shipments by volume. Fab 36 should achieve decent volumes in Q2, perhaps 5000 wafers per month, which would represent a capacity increase of about 30 percent over Q1, so if your claim regarding their Q1 ASP is accurate AMD may be able to produce 30 million processors in Q2, or about 50 percent market share by volume. If AMD's ASP during the last quarter was indeed $ 60 this may be Intel's worst nightmare.