Replies to post #6467 on AMD strictly moderated (AMD)

[BUGGI1000]

[edited] @WBMW - ASPs
"
I don't know what's worse, getting hurt by free-falling ASPs, or getting killed by fab undercapacity costs.
"

I have often said this too and you always don't understand
this - falling prices don't have to mean, that overall ASP
falls. Your well aware, that AMDs X2 sales were only in the
30% region last quarter. Imagine what a spike to 40-50 or even
60% could mean. Do the math - its easy, I'm sure, that you
could do these simple things. Come back with results.

Second, be sure, that AMD runs both FABs at the maximum.

edit: whats your ASP assumption for Q1 for AMD?

[KeithDust2000]

wbmw, I think AMD built up their manufacturing too fast

As I already told you before, the main concern from AMD´s customers these days is insufficient manufacturing capacity.

[mmoy]

Too bad they can't make GPUs with the extra capacity. I thought
it strange that they were outsourcing some of their new GPUs
to Taiwan Semi.