Advanced Micro Devices Inc (AMD)

[highlandpk]

AMD doesn't have to shift 90% of their low end production to high end production to obtain a richer mix. In fact, they may not have to shift any of their low end production. In fab 36, by the end of the third Q, AMD will be getting 5 x the number of x2 die candidates per wafer vs what has been achievable in fab 30. Why won't the addition of these parts help to enrich the mix considering they will be competing (favorably) against pentium d and low end conroe? So what if pricing gets cut in half (particulalry when the result is an increase over current ASP) if they increase unit sales 4-5x. Couple that with more big gains in the fastest growing part of AMD's product line up (800 series opteron) and the mix just keeps on getting richer.