Replies to post #4534 on Advanced Micro Devices Inc (AMD)

[kpf]

chipguy re: Down a smidgeon...

Lol, yeah.
We should not be worried: Apart from the workdown of the Duron-pile the guys obviouly are in progress of moving their inventory into a position that allows to cover eventual temporary process problems in the future. Communicated as "inventory alignment" now (after "channel inventory alignment" last year). Should be accomplished in summer. Only after this they can balance pricing and capacity without compromising ASP - if their currently healthy process further continues to improve they can trade up the product range and be a lil bit more aggressive on the Bartons.
In essence, I see ASP in the low seventies in Q3 already as more realistic than optimistic. 70 for Q2 is still optimistic though.
K.