"Well they sort of made that choice didn't they? They are tacitly abandoning the low-end in hopes of enjoying the higher ASPs at the higher end."
That's not what I read or heard on the conference call.
AMD (Hector Ruin) admitted they couldn't make or sell many 64 bit CPUs and instead touted the robust demand for Athlon XPs.
ASPs were up slightly because overall demand for Intel products was great and Intel didn't need to cut prices very much in Q4 2003 - so AMD didn't cut them very much either.
Basically, AMD - and the AMD lovers on these threads have given their own testimonials - has established itself as the cheap alternative to Intel in CPUs.
And AMD is not charging cheap prices for the their 64 bit CPUs.
Hence, the 64 bit CPUs are not selling well - not even among the AMD faithful.
They all are waiting for the price to come down - probably below $100 - where AMD's real market lies.
When AMD64 products fall below $100, they will start selling.
Of course, AMD will lose more money because of the huge 193 sq. mm die size.
That is why AMD keeps saying that the "real AMD64 volume" will come when they hit 90 nM process.
So AMD has painted themselves in an awkward corner - they can't sell existing AMD64 CPUs in any volume at a profit and nobody really wants them becasue there is no real 64 bit OS for the "masses" (Linux geeks excepted, of course)
By then, Intel's Presqwatt will be delivering the heat to AMD's bottom line.
Again.
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