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 5:37:17 PM
From: ptanner	Read Replies (2) of 275872

Joe, Re: "My comment is that as far as the latest data is concerned, JC's numbers are a lot more accurate than his API / German prices. His calculation of ASP for Athlon using JC's USA low prices is $154. This number is probably about 5 to 10% higher than what AMD actually gets, if the proportion of various speed grades listed by the vendors correlates with the sales." I tracked and tried to calculate ASP using the PW data for a couple quarters last year. Typically, I applied a discount of 10 to 20% to the listed price (distributor and retailer profit) and also a variety of speed weightings (equal to # of entries, #entry ^2, etc.) and all of my results were considerably higher than the reported ASP. The missing piece is likely the OEM and the likely skewing of demand towards lower cost CPUs. There may be a lot of offers in the high-end but what is the depth of demand? -PT

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