AMD pretty much had hit a brick wall now. Channels have short supply, many titles backordered, pricewatch is empty.
What parts are in short supply? From a consumer aspect, I had no trouble locating an Athlon 64 3200+ for what I considered a good price. I guess OEMs have a different view, but aren't they in general ordering direct from one of AMD's main distributors? How exactly do we know what inventory levels they are holding? It seems we only have some limited data from smaller distributors. I might have missed some valuable information in one of the posts, so please correct me if I'm wrong.
It really looks to me like AMD is in the sweet spot. Every different Athlon 64 SKU is available, and at a good ASP.
The only question in my mind is what is going to be the unit ratio of k7 to k8 in Q3. k7 ASPs are dropping like a rock, so there may not be enough k8 sales to make up the ground. It will at some point be a huge rise in revenue and ASP. I'm thinking Q4 is going to be a blowout. Q3 might simply just meet expectations.
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