AMD strictly moderated (AMD)

[kpf]

BobW

"Lehman Brothers, which thinks that AMD is capacity-constrained, also thinks that Intel may be aggressively pricing products and quotes China-based Commercial Times, which cites PC OEMs as its sources, as saying that Intel may again cut prices on its P4s by better than 60% on January 21."

http://br.sys-con.com/read/315235.htm Tx tecate for digging it up.

So far for this part of your take, which I agree in. As for the Barcelona generation doing anything good for AMDs ASP, i doubt it will. Actually the design looks like its name, i mean K8L. I look at it as K8 Light, if only to avoid the worn-out Late and Little cliché, although it might fit as well.

But well, maybe an opportunistic strategy seeking AMDs hail in valuespace for couple years is their best option. As always, time will tell. For now, right or wrong, while i like the atmosphere in the little restaurants around Ramblas, i don't like AMDs vision of Barcelona.

K.