Replies to post #4122 on AMD strictly moderated (AMD)

[mas]

Here's an interesting slide that shows where I got my 90% historical figure from. It also points to a projected estimated mix which is more in line with what you are saying however I don't believe AMD quite got there when the rubber hit the road and the Sempron mix is still at the 70-80% range in my opinion.

http://epscontest.com/presentations/05q2_analyst-day.htm?slide=17&a

[UpNDown]

wbmw, on your numbers

I think your numbers look good. Now lop 10% off all the segment ASPs and I think you've got a decent model at an overall ASP of $98.

[jhalada]

wbmw,

My take: I happen to think your product mix is a little off. Here's my take, assuming your sub-product mixes are correct:

Regarding your product mix my guess is that your point of view may be too US centric. It may be even better than that in the US, but beyond US, Western Europe and rich Asian countries (Japan, Korea, Taiwan), the mix is much more "value" centered.

Joe