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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (118871)7/2/2000 10:04:25 PM
From: Dan3  Read Replies (1) of 1578921
 
Re: I don't think Dresden is anywhere near the number you cite; and it would take a number probably greater than 5 million to seriously effect Intel's ASP's. Intel is selling more than 32 million chips annually. That's a number hard to dent..

If I can but in here, I think he meant by year end. By that time Dresden should be good for 5 to 10 million chips per quarter. And the upper middle/high end (desktops, at least) could be completly satisfied by that number of chips. Now we all know Intel will continue to hold on to plenty of that market space, but they could still get hurt pretty badly in terms of ASPs. Remember what happened to AMD last spring when their ASPs were pushed down.

Regards,

Dan
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