Advanced Micro Devices Inc (AMD)

[kpf]

yb - Do you mean they will stop selling anything under $50?

They are sure trying to do so, but short term I am afraid there is much chance to sell their lowest bins at or above full costs. Q4 would be the earliest when I could imagine this scenario.

As far as the rest ist concerned, I sure hope there is not much coming out of current production anymore in the 2000-2200+ range. But there is obviously still low-bin Bartons (not much I hope) plus Barton-dies with Cache-defects in stock which will come to market as Thortons soon (the first from earlier production lots of Bartons, the latter from all Bartons produced to date). In essence, I dont see downbinning at all with these products, but a decision to sell it at any price above their variable costs (maybe even at or above backend-costs) instead of throwing it away. Nothing wrong with it at all for me, especially if you can take some Celeron-shares with it and/or force Intel to give away Celerons to DELL even cheaper as it does now.

K.