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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (88928)	1/22/2000 11:22:00 AM
From: Dan3	Read Replies (1) of 1571811

Re: I think, AMD is aggressively shifting the market sweet spot to 650MHz! IMHO... You're absolutely right! How much Pentium III product will be at or below that 650MHZ line for the next 3 months? This is what Intel did to AMD in Q1 last year. AMD has said: 1. All Athlons are at .18 2. All .18 Athlons will run at 800MHZ or more. 3. AMD expects ASPs of $100 4. AMD can make lots of money with ASPs of $100 (they made money this quarter with production from one FAB paying for costs of two FABs and ASPs in the $80s) Regards, Dan

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