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Re: chipguy post# 21299

Thursday, 09/22/2005 11:51:56 AM

Thursday, September 22, 2005 11:51:56 AM

Post# of 152297
chipguy:

AMD can always backstop falling MPU ASP and margins
with flash. Oh wait...


They probably won't have to if they get rid of Spansion by
then. :)

There are already indications of rising prices on
Semperons. That should have a net positive effect on ASP's
since they do seem to sell a lot of Semperons relative to
Athlon 64's and Opterons.

Regards,
Mike.

Out the LAN card, down the cable, through the router,
out the gateway, to the ISP...nothin' but net!

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