Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

Which is lower ASP than in 2004, which was lower ASP than in 2003, which was lower than in 2002, etc.

I could be wrong, but I think Intel ASPs have been around $150 for a decade prior to 2006.

If I ever see another slide showing it's 10 year constant decline, I'll be sure to post it.

I would be curious to see it, if you come across...

And though it's still preliminary, it appears as if things have worked out better than they could have possibly planned.

Maybe I am a pessimist, but I see a parallel between Intel's 2006 price cuts in CPUs and 2004 price cuts in NOR flash. BTW, more than 2 years later, NOR is yet to recover.

Like in CPUs this year, mobile phone unit sales have been growing over the mentioned period, with little benefit to NOR flash vendors.

Though I don't think Intel could have done so well if not for AMD's help. They owe at least some of their prosperity to AMD's languishing execution over the past 6 months.

More than 6 months. Rev F (DDR-2 version) arrived effectively in Q3 vs. Q1 expectation (probably pushing out Rev G by similar time), so sub-par execution has been going on for year.

Joe