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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (75291)	10/13/1999 1:00:00 AM
From: Dan3	Read Replies (1) of 1578483

Re: OK, how do you explain the PIII ASPs? Continuing effects of narrowing the price performance delta between Pentium and Celeron - fewer and fewer people were dumb enough to go for the Pentium II over the Celeron. Pentim III brought back a little benefit, EB series will bring back a little more, but it's no longer just PXXX vs Celeron. For the next 3 quarters, at least, it looks like the high end is no longer a given for Intel. The high end of the market is very high margin. I see Intel flat out losing $300 million in direct sales to Athlon next quarter, and losing a further $50-100 on each of 4 million additional processors due to ASP erosion at their high end. Now that will be an Athlon effect! I expect Q4 EPS will be below Q3's 45 cents - Intel's new business model of becoming a conglomerate instead of a semiconductor company will most likely lead to "one time" charges each quarter from now on. Dan

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