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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.23-4.3%3:59 PM EST
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To: Andrew Shih who wrote (18818)11/13/2000 12:30:45 PM
From: Pravin KamdarRead Replies (2) of 275872
 
I don't remember anytime lately where AMD has exceeded their ASP guidance -- in fact, they have been coming up short. For people to speculate that AMD is sandbagging their ASP forecast is to disregard everything we have seen over the last year. 80% 1 GHz yield at Dresden may be true, but from my personal observations, less than 50% of Athlon actually sold at retail are at 1 Ghz (higher than 1 Ghz has not even arrived in any measurable quantity at retail).

Pravin
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