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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (84774)1/3/2000 7:07:00 PM
From: Cirruslvr  Read Replies (4) of 1572207
 
Nigeguy - RE: "With 12.5 million Athlons, AMD could average $2.00 per quarter in Y2000 as pointed out by you..."

One thing to keep in mind is that AMD is coming out with an Athlon Select this year that will take the place of the K6-2+ (which wil take the place of the current K6-2). These Athlons will probably sell for what the K6-2 sells for now, assuming AMD doesn't change their strategy. So sometime this year overall Athlon ASPs may go down when the Athlons Select comes out. I say may because AMD is also supposed to come out with an enhanced Athlon core (Mustang) that will have more on-chip cache on it than previous Athlons and will sell for much higher than current and upcoming Athlons, hopefully with Xeon-like prices. But these Athlons will come out after the Athlon Select. It is during this gap Athlon ASPs may go down a good bit.

Also, this Athlon Select is going to be larger to than the K6-2 is. And as a result, it will cost AMD more to make it.

This Q, I expect Athlon ASPs to go down some from Q4 because practically all Athlons will be made on the .18 process. So the Athlon will cost less to make and AMD will be able to price the Athlon more aggressively. Of course, if AMD hardly sells any processors below 650MHz, ASPs may actually go up!
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