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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (122964)8/23/2000 1:22:43 PM
From: Road Walker  Read Replies (1) of 1578930
 
John,

re: Compared to right now, the big difference is that the low-end now (Duron + K6-2) is dominated by K6-2 which AMD can only sell for $45. By Q1 80% of these will be replaced by Durons selling for between $50 and $150. This gradual replacement is what will move the average ASP up, since I don't think the high-end prices will vary by much.

So AMD is still manufacturing K6-2's? I didn't realize that. If you are correct and AMD can make a gradual transition from K6-2 to Duron, then they may be able to maintain asp's. That's good news.

John
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