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Sarmad

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Sarmad

Re: KeithDust2000 post# 34286

Thursday, 10/19/2006 3:12:05 PM

Thursday, October 19, 2006 3:12:05 PM

Post# of 151712
>> while ASPs improved.

like for like ASP improved ? Very unlikely.

Now if you say that AMD gave a fire sale on their highest models in order to get in the door at some OEM's. Well, maybe that is possible. But where's the margin ? AMD's revenue and profit from 3 fabs is less than it was from one fab. Anyone can low ball a quote to get business. But can they keep an enterprise funded on that basis ?
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