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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (109031)	5/2/2000 10:06:00 AM
From: Charles R	Read Replies (1) of 1578704

Petz, <Jozef, re:<We don't know if Jerry includes Durons in the Athlon number, or if he counts Durons in the non Athlon category> He's counting them in the Athlon category, but obviously their ASP will be $100 or less. We know this because the reason given for a doubling of Athlon output from Q2 to Q3 is that both Duron and TBird will be ramping.> Jozef made an excellent observation. I have counted Durons separately but after seeing both your posts and thinking about what was said in the annual meeting I agree with your assessment. That should make an ASP of $100 for Q2 quite unlikely (probably 95+/-5 for Q2). 100 should be very doable in Q3. Chuck

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