AMD strictly moderated (AMD)

[kpf]

Keith,

I would't deny it, although I guess reading over Gartner, IDC and Mercury delivers the most complete picture in color and shade - if you are aware where they count differently, that is.

With respect to Mercury's Q4-expectations, I'd expect AMDs ASP will be down again a tad, because silicon from Singapore plays into the equation with low feature-yields, from what I hear.

K.