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kpf

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kpf

Re: KeithDust2000 post# 5826

Sunday, 12/10/2006 7:28:02 PM

Sunday, December 10, 2006 7:28:02 PM

Post# of 6903
Keith

ASPs are a function of the overall product mix sold in the quarter

Certainly. But the mix you depends not only on what the market absorbs, but from what you have.

AMD has inventory hopefully buffering the effect from low-feature inflow from Singapore. But they gotta do inventory management if they don't want to end up in Intels inventory situation. So I expect it will play into the equation for next quarter: Trying to put it in polite words: "Leaner" mix. Just to avoid poorer mix, you know. ;)

Not sure I made it easy to understand where I am getting at. I seem to be bad at such elaborations.

K.




Facts are irrelevant to the emotional brain

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