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Technology Stocks : Intel Corporation (INTC)

INTC 40.34

-2.6%

3:59 PM EST

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To: Paul Engel who wrote (113560)	10/14/2000 10:36:48 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"AMD's ASPs went DOWN this past quarter !!!" True...but that doesn't surprise me. RE:"AMD is forced in to selling Durong's at Kmart 62 prices - and the Durong is 22% BIGGER than the Kmart 62 !" But the yield on the Dugongs is better than 22% better than the k6-2s. I think the Durons on average are selling for higher ASPs than the K6-2s. I'll say the K6-2s average ASPs is $50 or less. As K6-2s are phased out the overall ASPs should go up...but they probably won't or they will go up very little at best as AMD wants to sell all their chips and it's uphill trying to displace Intel. If there was an integrated chipset for the Duron...AMD could likely get a little more...but there isn't, yet...No one to blame but AMD as they saw i815e coming from a mile off and the i810 was already running. OTOH, if you are so worried, sell your AMD monday... Jim

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