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Politics : Formerly About Advanced Micro Devices
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To: survivin who wrote (67557)8/4/1999 12:56:00 AM
From: Charles R  Read Replies (2) of 1574856
 
survivin,

<Sharkey has released his weekly cpu pricing guide. Interesting are the increases in Amd's prices across the board. This may reflect the perceived strong demand for back to school although a look at intc's offerings would seem to refute this notion. Perhaps Amd's k7 production has increased massively? Any ideas? If these numbers are quasi indicitive of asp trends, wouldn't your $40+ k6 asp number be slightly pessimistic?>

Thanks for the headsup. This is excellent news. I was expecting the ASPs to firmup sooner or later and am happy to see that it is sooner rather than later.

Given this uptick, my ASP numbers are indeed pessimistic.

Firming ASPs coupled with other news coming in today, I will be increasing my position in AMD modestly tomorrow AM. I probably will not add again until I can count K7 SKUs from OEMs.

Thanks again.

Chuck
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