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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (62150)6/17/1999 3:17:00 PM
From: tejek  Read Replies (1) of 1584048
 
Charles R:

I think ASP's may be more the problem. It has been reported by Drew MCCarron at Mercury Research that INTC's celeron 300 chip dropped in price from $148 in the first quarter of 1998 to $54 in the first quarter of 1999, indicating that intc is doing some serious discounting. The impact on AMD 's asp as well as INTC's has to be significant. The k-7 couldn't be coming out at a better time.

ted
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