Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

What implications the Prescott failure may have? IMHO:

1. As Xeon is stuck at 3.2 Ghz until Q4 Opteron may sell in 600K-700K quantity this year

2. A64 is limited and AMD is unlikely to take big advantage

3. ASP of Athlon XP will hold well until May, it's far from dead. But increased output may dry the stock for end-of-year sales. Should we care?

4. In mobile segment Intel has nothing for desktop replacement market except Northwood. What progress do you expect here?