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Technology Stocks : Intel Corporation (INTC)
INTC 43.75+0.6%Dec 3 3:59 PM EST
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To: Amy J who wrote (102629)4/19/2000 9:03:00 AM
From: Dan3  Read Replies (1) of 186894
 
Re: Let's try some other numbers - plug in any ASP delta:

Amy,

There was a shortage of parts all quarter. AMD sold out of all the K6s it could make at steady to rising ASPs (it expected to be dropping K6). The brand new Coppermine PIII, in a shortage market should have had increasing ASPs (unless you think that Intel is getting creamed by Athlon - which would be another story that may well come true over the next several quarters).

So try plugging an ASP increase into your formula. AMD had rising ASPs in this shortage market, why couldn't Intel manage the same thing?

Regards,

Dan
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