Advanced Micro Devices Inc (AMD)

[Golfbum]

although amd always attempts to position their products against the top of the intel desktop performance line it frequently ends up squarely against celeron.

since amd has been unable to ramp 64bit volume (for whatever reason) it appears that the race actually begins when msft ships its 64bit desktop os.

i doubt that amd was hoping that intel would do a celeron64.

my expectation is that amd's asps will begin to sag once more. hector's good work in reducing their cost structure will help minimize losses however.

gb