Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

Dec 22 3:59 PM EST

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To: Charles R who wrote (21822)	12/7/2000 2:45:57 PM
From: andreas_wonisch	Read Replies (2) of 275872

Chuck, Re: The key to maintaining ASPs with this kind of price structure is to ensure that the FSB133 infrastructure ramps quickly and 1.33 and higher speeds take hold fast. Unless volumes of >$500 parts were very low in the past (which is not so unlikely) it will be impossible to maintain ASPs with this move. However, it could be that AMD tries to shift their focus to Athlons now since Durons are still lacking an UMA chipset. Nobody would want a $100 800 MHz Athlon when they could get 1 GHz for $50 now -- and that's still way above ASPs from last quarter. But this strategy only works if they are able to stimulate much more demand for these high-speed parts. It will also be interesting to see how AMD will spin these price cuts (they will probably issue a press release on Monday, that's their usual date for press releases). It could be that they will (paper?) release a 1.33 GHz part or Palomino the same day to calm analysts and investors down. Andreas

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