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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%Dec 17 3:59 PM EST

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To: that_crazy_doug who wrote (20834)11/28/2000 3:17:03 PM
From: Michael OhlendorfRead Replies (2) of 275872
 
Yeah, you are right. Athlon ASP should have been ~$175 in Q3 as opposed to my ~$130 estimate. Went back to my old calculation and saw my mistake. Anyway, I still think that their average ASP is more likely to fall than to rise.

I think a crucial time for them will be 2H next year if Intel should be able to start to fill the gap between their PIIIs and the PIV by then. I still do not understand why they did not decide to go for this gap between 1GHz and 1.4GHz but decided to produce more Durons with ASPs of $60 ?
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