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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (62997)6/23/1999 6:44:00 PM
From: Gopher Broke  Read Replies (2) of 1570757
 
A crucial question is what clock speed is the inventory.

The ASP looks rather too low to assume that all 3.7 million sales have been of the faster processors. (ASP of a K62-400 is still up around $60 and AMD are quoting that as the ASP across the range over the quarter?) 350s are pretty much worthless now, but if there is a decent mix of faster chips in the 2.3 million chip inventory then that could help out in the next quarter when Cyrix is out of the picture.

Alternatively, the inventory could all be sub-400 and almost worthless at even today's prices.
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