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

To: pgerassi who wrote (238469)	8/9/2007 10:04:25 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: If AMD was selling mobiles at $70 overall ASPs, they would have more than half of the market (60-80% of 25-35 million). Yeah, at $70 AMD's notebook ASP would be about 60% of Intel notebook ASP. Guaranteed to get over half the market. Just look at how many years AMD has owned more than half the desktop market with such a pricing scheme. It's just too bad Mercury keeps telling lies by reporting AMD's desktop market share in the teens and 20s instead of the 50s and 60s.

To: pgerassi who wrote (238469)	8/9/2007 10:19:24 AM
From: pirasa2	Read Replies (1) \| Respond to of 275872

Those are list prices. Do you think a $750 HP TL-56 laptop with a tonne of goodies has a $184 CPU in it? More like $60-70 for that TL-56. To get an idea as to how far away actual prices can be from list, check out desktop prices. Desktop ASPs were rumored to be around $50 for Q2. Cannot find the link. Compare $50 to the list prices for desktop CPUs and you will see that no reasonable mix can produce $50. The reason: HP, Dell and their ilk buy anything they want for 40-50 bucks each.