Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.56

+0.2%

3:59 PM EST

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To: eplace who wrote (9753)	9/22/2000 9:40:50 AM
From: niceguy767	Read Replies (3) of 275872

eplace: Thanks for the summary...Great perspective and accurate, methinks... Heard "the brain" this AM raise the spectre of whether INTC's problems were INTC specific or broader in scope...Reasons cited as possible INTC only spectre were the possibility of inroads by AMD and production problems with both the PWeeiii over the past year and, more recently, theP4... My wag on it is fairly straightforward...AMD's ASP's of $50 a year ago, are rising rapidly with the highly successful transition from K6 $50 ASP's to the $200 spry Athy ASP, while INTC's ASP's are at best flat and most likely dropping as the worn and fatigued PWeeiii is being put out to pasture by the "spry Athy"... AMD is looking at Y2001 with the very real prospect of completing the transition from low ASP K6's to high ASP "spry Athys and at the same time increasing overall production as Dresden ramps up from its current 30% capacity to 100% by the end of Y2001...Nice little double whammy at play here...Rising ASP's and rising units of production...and all that with a superior product!!! Although INTC will undoubtedly survive the Q3 downturn, it may be a while before their ASP's show any sign of any increase owing to the fact that not only is the consumer market now being divied up in low, medium and high ends, but so too, soon will be the workplace and server markets divies up...As that process unfolds throughout Y2001, it is unlikely that INTC will experience much strengthening in an already high ASP, but it is highly likely that AMD will continue to experience increasing ASP's and increasing shipments...

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