AMD strictly moderated (AMD)

[wbmw]

Re: 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.

Would you mind running your version of the product mix? I'd like to see how close you can get to the ~$90 ASP datapoint that we know for a fact, just by using AMD's official price list. I am happy to hear your proposal on product mix, but until I see a reasonable proof, it appears to me that AMD is discounting pretty heavily. That may not be the case, but if someone is going to suggest product mixes of absolutely absurd quantities of low end parts, then discounting is the only reasonable option left.