AMD strictly moderated (AMD)

[mas]

No I would not agree that it is a conservative mix. AMD have traditionally sold more Durons/Semprons/cheap XPs than anything else which is why their asp has always been well under $100. This is not anything that's new !

Try Sempron at 85%
A64 at 12%
X2 at 3%
FX at 1%

which gives (70 * 0.85) + (160 * 0.12) + (370 * 0.03)
+ (870 * 0.01) = $98.5

There is plenty of scope for asp growth once capacity is increased even with NGMA products.