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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (119758)7/9/2000 10:52:39 AM
From: Dan3  Read Replies (3) of 1573829
 
Re: My opinion is that AMD's Athlon ASP will have to...

Have you factored in:

First time AMD will have access to the Corporate market.

First time AMD will have access to the server market.

The lag in perceived value (it has taken many months to educate consumers to accept paying as much or more for an AMD CPU as an Intel CPU)

Finally, have you considered that AMD and Intel ASPs will also be approaching each other? Intel ASPs in the corporate and server markets will have to fall to at least approach the new alternative. AMD had record profits with ASPs under $100, what will happen to Intel if it must forgo $75 in revenue on each of 120 million CPUs next year?

Dan
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