Replies to post #27681 on Advanced Micro Devices Inc (AMD)

[Maui]

re : "I recall that overall AMD ASPs reached a high of approximately $95 in early (maybe Q2) 2000"

As a reference point, current ASPs are listed out (for both Intel/AMD) in the BW article at :
http://www.businessweek.com/magazine/content/04_10/b3873005_mz001.htm

A $95 ASP will be a nice boost to AMDs bottom line and their ability to compete in low-end server/WS work in their favor.

The factors that will hurt them are :
1. Intels manufacturing capacity this time around (compared to 2000) may not result in overall shortage, as in 2000.
2. Intel cost structure will continue to get better relative to AMD (Intel expect 25% reduction in 05 and AMD will have to come up new capacity/FAB) and will put pricing presssure in selective market.


Maui.