Advanced Micro Devices Inc (AMD)

[jhalada]

Buggi,

<iSo its
my feeling that you want to see lower X2 prices. Joe, why
decrease prices here, when you couldn't ship the additional
volume which will the market force, if AMD had done it this way.
So they are maximizing revenue and I think it was the right
way ...


Yeah, X2s. I would not have lowered the prices anytime up to the end of Q1, because AMD could not ship additional, but at the end of Q1 (when AMD symbolically raised the prices of X2s by a few dollars), I would have reduced X2 prices by 5 to 10%, which, IMO, would have maximized Q2 revenue (unit and dollar). The capacity is there this Q to deliver.

Joe