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

To: pirasa2 who wrote (238393)	8/8/2007 2:48:41 PM
From: BUGGI-WO	Read Replies (2) \| Respond to of 275872

@Pirasa " The Brisbane/Windsor for the most part is already a Sempron. " Have you looked at the Sempron prices these days? My distri sold me today a 3400+ part for 16€ without TAX. The current Brisbanes have much room to go further down. Keep in mind how much marketshare AMD has to gain just to have a parity situation ASP vs. volume wise. As pointed out by many posters here, Intel has now a full quarter with the new 21xx line and some fresh Celerons appeared too, not alone the new G parts - 6x50. It doesn't get easier to win share. They could if they want to drive prices further down. I call that stupid, just because K10 will provide no speed upside, what we could see so far - the same could be expected for prices. What that means with higher and higher costs is clear - seems not to everyone ... BUGGI

To: pirasa2 who wrote (238393)	8/8/2007 6:01:39 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: The Brisbane/Windsor for the most part is already a Sempron. It had to happen and it has happened. Wish it had happened back in Q4 2006. They are getting around 50 dollars for desktop CPUs, how much worse can that get? You mean, what's worse than having a quarter of $600M in loss? How about having 2 quarters of $600M loss? Or 3...? The worst thing for AMD is not to be able to get out of the current hole they've dug themselves into. Re: At $75 ASP, for instance, Intel would go bankrupt even if it had %90 of the market, yet AMD would be profitable with just 25% of the market. And all it takes for AMD to move up to $75 ASP is having 1-1.5 million high-end parts in the mix. You have some pretty funny notions. Intel made $1.3B in profits with a $118 ASP. According to my calculations, Intel's break-even ASP is about $88.50. At a similar ASP, AMD would have still ended up with about a $200M loss. This is based on Q2 market share and ASP data. AMD hasn't had an ASP this high since before Core 2 launched.