Advanced Micro Devices Inc (AMD)

[kpf]

AMD's Athlon FX51 on allocation

http://www.theinquirer.net/?article=12210

Hmm. Its always good to leak some future shortages to sell FX-51 this month for 600 USD instead of next month for 400 USD.
Seems like AMD is not forced to price-protect its Top-Models anymore - finally these guys get a real grip on distribution channels.

Good.

In this context: This http://www.theinquirer.net/?article=12200 can only solve the problem partially- In USA and Western Europe it might work, but not where the bulk of remarked CPUs are shipped to.

Expect a package without possibilities for Multiplier-Mods by means of bridges as soon as AMD will have a mix which allows to walk away from serving remarkers. (AMD can still allow Pin-Mods to keep the overclocking-community happy.)
This could happen pretty soon: For the first time since 2001, AMD could afford not to flood the bottom-value-channels end of last quarter. (which is, imo, the main reason ASP were up). And which bodes extremely well for this quarters ASP.

Seems uptrading of AMDs product mix is already in full swing not only on the Top, but as well on the bottom side.

Excellent.

K.