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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.06-1.1%Jan 5 3:59 PM EST
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To: kash johal who wrote (46625)7/8/2001 4:46:28 PM
From: andreas_wonischRead Replies (1) of 275872
 
Kash, Re: They will suffer even lower ASP's in dektops - their MHZ ramp seems stalled.

Good point. I didn't see this discussed here. AMD's ASPs clearly eroded over Q1 as witnessed on Pricewatch. That means the ASPs for Q1 are substantially higher than they are now. And with no new clock-speed in sight (unless AMD chooses to release a 1.53 GHz Thunderbird), I doubt they'll get better.

Andreas
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