Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.18

-0.5%

Dec 31 3:59 PM EST

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To: Joe NYC who wrote (34850)	4/4/2001 5:02:38 PM
From: andreas_wonisch	Read Replies (1) of 275872

Joe, Re: Buggi's AMD ASP page is excellent. Buggi is from Germany and posts on Wallstreet-Online.de. He updates his ASP calculations every few days, so this is IMO a good site to check regularly. The only downside is that his Q4 ASP estimates were way too high ($10 or so), probably because of the K6 fire-sales which shouldn't have much effect this quarter. So he changed his model a little bit and currently he estimates ASPs of around $85-90 (did you also notice that he provides different models with different Athlon/Duron/K6 distributions?). Andreas

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