Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (109010)	5/2/2000 1:38:00 AM
From: Joe NYC	Read Replies (2) of 1578261

Chuck, All data points indicate that AMD will be the volume leader at the high end for the forseeable future. That's a great prospect, isn't it? If this is the case, Sanders reluctance to commit to $100 ASP is a case of severe sandbagging. Notice Osha's statement about discontinuation of Athlon wafers. I may be way off base, but my gut feeling is that this could mean an increase of ASP of at least $50, given K6 production is winding down / changing to slightly more expensive K6-2+. $50 increase in ASP is roughly $300 million, or almost $2 per share per quarter. Joe

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