There were some positives to the quarter though. They had record CPU sales and have shipped over 400,000 quad core processors. Their gross margins have topped 44%, which is actually pretty healthy compared to the low 30’s they experienced in the first half of this year. They were able to pare their operating expenses down, so there was actually “only” a $9 million loss in that area. AMD reported that the processor division increased shipments by 9%, but income improved 11%. We can see that ASPs have likely stabilized, and actually improved.
I am listening in on the CC now, and will report those findings once it is finished.