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Politics : Formerly About Advanced Micro Devices

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To: dougSF30 who wrote (120165)	7/11/2000 8:34:33 PM
From: Joe NYC	Read Replies (1) of 1577019

Daug, How low do you think the ASP on 1GHz Athlons was over the quarter? I see little incentive to cut deals, given Intel's lack of volume... and 200K sounds like a reasonable # given the Mercury data from early in the quarter. I think $700 to $750 over the whole quarter would be more reasonable to expect. Maybe $1,000 at the introduction, and below $700 at the end of the quarter, when the highest volumes were shipped. I have more problems believing the $400 ASP for non-1GHz athlons, although, if the bulk was in 900/950... who knows... As I said, I think they mixed in the entire k6 revenue ($250M) in the non 1GHz Athlon category. Without it, it would be 2M Athlon with revenue of 550M, or ASP of $275. Even that seems high. I don't give the 1.5B # much credence... but it's fun nonetheless. Agreed. Joe

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