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

To: Joe NYC who wrote (228993)	3/26/2007 3:59:37 PM
From: dougSF30	Respond to of 275872

Independent? What happened to the notion of supply and demand?

To: Joe NYC who wrote (228993)	3/26/2007 4:11:20 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

Joe, > The ASPs in the high ASP segments have gone down (as are across the board). That is independent of current market share or of the goal of reaching 30%. Not true. AMD's own ASP is heavily influenced by product mix. They need to sell a larger percentage of their products into the higher ASP segments. It doesn't matter whether those segments have gone down in price, as long as they remain much higher than the commoditized segments that AMD pursued in Q4. Of course, focusing on the higher ASP segments would mean de-emphasizing overall unit share and emphasizing larger, lower yielding parts. And that would go against AMD's long-term goal of 30% market share. Tenchusatsu