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Technology Stocks : Intel Corporation (INTC)
INTC 37.02+3.4%1:01 PM EST

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To: Tony Viola who wrote (113278)10/12/2000 11:29:28 AM
From: Cirruslvr  Read Replies (1) of 186894
 
Tony - RE: "Are you sure, or do you have a link? AMD cut Athlons a lot. If they hadn't, wouldn't their ASPs have been significantly higher? I don't see how the street would not attribute lower ASPs to the much publicized Athlon cuts. Duron just barely got going in volume, sales-wise, didn't it?"

I didn't hear the whole CC, but from what I heard Jerry said AMD cut Duron prices to make the platform more competitive against the Celeron. He said this is why Duron selling prices were low. According to people who heard the whole CC, AMD sold 1.5M Durons out of slightly more than 3.6M seventh gen processors. Which means Duron made up over 40% of seventh gen sales. The rest were very low ASP K6 family processors.

You can hear the whole CC at AMD's site.
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