AMD strictly moderated (AMD)

[wbmw]

Re: I think your numbers look good. Now lop 10% off all the segment ASPs and I think you've got a decent model at an overall ASP of $98.

Keep in mind that Joe already lopped off 25% to the numbers before coming up with his brand averages. So another 10% brings the total discount up to 35%. I think this is a reasonable amount overall, but I think AMD is giving deeper discounts to the OEMs than they are their distribution partners. The pricing on Pricewatch, for example, is close to list price, but if you look at some of the PCs at HP, you can get something with an Athlon 64 3400+ for $350 and upgrade to a 3800+ for $40 more. They couldn't offer this if AMD was charging them anything close to list price.