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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (47056)	1/22/1999 6:45:00 PM
From: Petz	of 1581522

Tench, you have a reasoned analysis of K6-2-400 ASP (to AMD) and the difficulties of using pricewatch data. If you take thechipmerchant.com's price and subtract 25% it's probably close. That would be $125 for the 400, $106 for the 380, $77 for the 350, $63 for the 300. So, for the month of January perhaps we'll have 400,000 400's @ 125 300,000 380's @ 106 700,000 350's @ 77 400,000 300's or 333's @ 63 =1.8M K6-2 @ $89. Same ASP as 4Q, except I didn't factor in the mobile K6-2's which will raise it a few bucks (and bring the quantity up to the 5.5M+ rate). The fact that the 333's disappeared from thechipmerchant is a good sign since it probably means the CXT rejects have sold through and there aren't many coming off the line anymore. BTW, if you used this 25% rule for 4Q'98 it would have predicted an ASP of $92 (see siliconinvestor.com, but the "AFR66" chips were not sold through regular channels. Without them, thats what the ASP would have been. Petz

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