Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

If they see a large ASP loss in their Sempron and Athlon 64 offerings, which is arguably between 60-90% of their business</i.

These do, and will for a while compete with Intel Netburst. The reason I am out of CPU stocks is because Intel has cut these prices too deeply, now AMD is responding, and both companies will suffer because of this near term (Q2, Q3).

$37 Celeron, a bunch more under $50 is lunacy. Intel is already suffering, being at multiyear low. AMD has not suffered as much, but can suffer as well.

if anyone is bold enough to take a SWAG, is to estimate what kind of ASP or share loss one can expect in the mainstream markets if Intel is successful at ramping Core 2 micro-architecture, compared to the additional revenues and profitability they can get from Dell and IBM taking on additional MP offers.

Depends on what happens with Intel monopoly premium. If it shrinks or disappears completely, the relative ASPs ratio may even shrink. If the monopoly premium remains, the ASP ratio can expand.

Joe