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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.57-2.6%Nov 11 3:59 PM EST

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To: kash johal who wrote (4956)8/14/2000 1:54:40 PM
From: 5dave22Read Replies (2) of 275872
 
<The 1.1GHz, 1GHz, 950MHz, 900MHz, 850 MHz, and 800 MHz AMD Athlon processors are priced at $853, $612, $460, $350, $282, and $215 respectively, each in 1,000-unit quantities. The 700MHz, 650MHz, and 600MHz AMD Duron processors are priced at $138, $103, and $79 respectively, each in 1,000-unit quantities.>

Sure looks like the yield rumors have been true. Perhaps some people were looking for perfection from AMD. That, they haven't delivered but I'd say they're doing quite well. I still think AMD could have jumped in to curb some of the share loss over the last few weeks.

Even with those price cuts - ASPs should be just fine in Q3 and Q4.

Dave
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