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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (119764)7/9/2000 12:03:01 PM
From: Paul Engel  Read Replies (2) of 1573901
 
Lewinsky Dan - Re: "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?"

AMD had record corporate profits because FLASH MEMORY has boomed !!!!

Intel's ASPs have drifted from about $205 to maybe $190 or $195 over the past year - a year in which Intel performed rather poorly and AMD rather greatly.

Now, AMD appears to have hit a brick wall with No-Advantage-Copper-ThumperTurds and Intel seems to have fully recovered from the past year's mistakes.

With ITanium and Pentium 4 launches due late this quarter or next, your wet-dream of Intel's ASPs dropping by $75 suggest you need to change your underwear.

Paul
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