Intel Corp (INTC)

[chipguy]

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.

Considering the amount of demand for Intel products
that seems to be going unmet in 2H05 I would expect
that AMD ASP would tend to rise.

The real issue is what happens *next* year when Intel
opens the 65 nm floodgates and AMD starts ramping
its new fab. I think AMD will be able to withstand this
early on better than in the past because of its good,
competitive product line in the server and desktop PC
segments (although this might be a pyrrhic victory if
the mobile sector keeps growing quickly at desktop's
expense). But once Conroe starts shipping it could
be back to the bad old K5/K6 days for AMD.