Advanced Micro Devices Inc (AMD)

[dacaw]

October Sales Plunged

Well I can see that intel's sales plunged because they can't make enough chipsets BUT WHAT THE HELL HAS THIS GOT TO DO WITH AMD????

This has to be the most twisted piece of non-logic I have seen in a long time.

As for ASPs, yes intel has been forced into the budget/value space but I have seen nothing that supports falling prices on AMD products. As to whether ASP is falling due to a higher mix of Semprons I don't know but this must be balanced by the obvious success of the more expensive X2s. On balance I'd be surprised if ASPs have fallen and if they did it would be a matter of cents rather than $20-$30 that this Diesen (pun, get it?) guy claims.

Still this will provide a buying opportunity today.