Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tejek who wrote (118891)	7/3/2000 8:49:43 AM
From: Dan3	Read Replies (1) of 1578965

Re: ...I would think we need more info from both sides before deciding that Intel's ASP's will be reduced by AMD Hi Ted, I think that if not for AMD, Intel's current ASPs would have been rising instead of falling. And that is a trend that I think will accelerate now that Athlon is becoming more widespread. At buildout Dresden is supposed to be good for 6,000 WSPW or about 12.5 million chips per quarter. If they are halfway there for Q4, they will be able to add quite a few chips to Austin's production. We'll have to see how it turns out, but I think that Intel has already taken a significant hit in ASPs due to Athlon, and it's going to get a lot worse in the next 2 quarters. By way of a note, I include Durons with their Athlon core in with Athlon for the purposes of this comparison. Prior to the Duron, Intel could get $150 for an upper end Celeron when AMD was getting $75 for a similar K6 - and I think that will be changing in the near term. From now on, it's not just high end ASPs that will be eroding. Regards, Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next