Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

3:59 PM EST

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To: kapkan4u who wrote (49783)	8/3/2001 2:39:03 PM
From: TimF	of 275872

I think John's estimate of a 60% ASP boost (even if measured off some theoretical lower price that ASPs would have been without SOI, instead of being measured off current ASPs) is a bit too optimistic, but there should be some ASP boost (against atleast off of a lower level that ASPs would have reached without SOI. If SOI works for AMD it should provide not just a boost in absolute mhz but also a boost relative to Intel. If this boost happens then AMD gets some positive effect on its ASPs (but probably not 60% IMO). Tim

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