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oc detective

04/17/06 12:19 AM

#4178 RE: wbmw #4172

Yes, your analysis is definitely too US centric - AMD's sales in US last year were only 20% of overall sales (admittedly including flash) - the other thing to consider is the impact of fluctuating currency especially weakening dollar (though they do hedge Euro and Yen) on a US$ calculated ASP.