Just as I thought. The link still in no way supports your previous theory, just the one quote you made on Fab36. I had asked you to explain how the fab36 tidbit supports your original theory, and you have still not answered that.
To put it more clear: if you are going to claim that AMD's ~$90 ASP this past quarter can be explained by assuming that only 10% of AMD's shipments are Athlon branded products and 85% Sempron, then you should not be linking to stories about Fab36, whose shipments are only going to affect future quarters. And furthermore, even your link asserts that Athlon 64 products will be included in the mix, so it still does not support the notion that even future quarters will be 85% Sempron and 10% Athlon.
Re: Really big scientific study you have there btw, what proportion of all the millions of cpus AMD sells around the World you think that's a proportion of ?
I can show you OEM product lines (a substantial percentage of AMD sales), distributer mix (an indication of AMD's channel sales), and retail product offerings (which contributes a large percentage of AMD's total sales), and all you can offer is a link of future Fab36 output that proves absolutely nothing. And you are going to be hypocritical enough to challenge *my* argument without offering anything of your own? LOL.
Re: So 4MB Conroe maybe shooting at a very small target
If AMD's total output by the last quarter of the year is 14-16M CPUs (about 25% of the market), I would expect their premium parts to be about 10%, or 1.5M dual core Athlons and Opterons. Conroe will beat in this in volume several times over. The rest of AMD's volumes will be 40% single core parts and 50% Sempron, and Intel will have both a strong Pentium D showing relative to these, as well as a decent Celeron story. I see AMD's momentum as not only slowing down, but clearly reversing by the end of the year.
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