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Re: wbmw post# 4031

Friday, 04/14/2006 6:14:39 PM

Friday, April 14, 2006 6:14:39 PM

Post# of 6903
wbmw,

That doesn't seem to coincide with the fact that nearly every single design out there, both in terms of retail, OEM, 3rd/4th tier, channel market, etc, seems to come with plenty of availability of Athlon based processors. Your 16% volume characterization is like from some other kind of alternate reality.

I think you may be closer to reality (than mas) on the product line breakdown, but I think you may be a bit high on pricing. I haven't run it through the spreadsheet, but I think you are probably some $5 to $10 too high on Sempron, and maybe even $30 too high on A64. There are a lot of 3000, 3200 and 3500, relatively few 3700 to 4000 processors.

Joe

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