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: peter_luc who wrote (34847)	4/4/2001 8:16:22 PM
From: Dan3	Read Replies (2) of 275872

Re: On the other hand, the new Athlon stepping seems to have such a high bin split that AMD can afford to push the demand towards the highest speed grade. 220$ for the 1.3 Gig part may seem ridiculously low, but when this is going to be the best selling CPU it might pay off big time. I'd guess AMD's ASPs at $45 for Duron and mobile K6, $85 for Austin Athlons and $115 for Dresden Athlons. I'd guess about an equal number of sales from each. I think ASPs are about what they were last quarter (a little over $80) but that volume is higher than expected. If AMD is maintaining ASPs and increasing unit sales in this disaster of a market, they must be flat out thrilled. If they have to do it by offering extremely low prices on very fast chips, it really doesn't matter except, of course, for one tragic side effect: I know Jerry is personally devastated at what offering these high speed Athlons has done to Intel's carefully laid marketing plans for P4 and 1GHZ PIII, but what else can he do? He has a responsibility to his shareholders to make profits. Besides, Intel can afford to lose a few Billion, they'll barely notice it. :-) Regards, Dan

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