AI
Thursday, October 30, 2003 4:48:56 PM
Talking about capacities, guess there is just one obvious strategy option for AMD, which is uptrading its product mix:
Next six months sweetspot-deliveries from Thoroughbred to Barton, following six months from Barton to A-64.
Which implies increasing ASP, decreasing deliveries into value segment. Which is a good thing, even if unit-shipments would be slightly lower than this year. I dont expect the latter, because of the additional cleanroom-space AMD has tooled. Guess that will allow to balance mss and uptrading.
Looks like Prescott-issues help a lil bit with it. You know, hunting a standing target for a while.
K.
Facts are irrelevant to the emotional brain
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