Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: kapkan4u who wrote (47893)	7/16/2001 6:45:42 PM
From: Charles R	Read Replies (2) of 275872

<You are way off on $50 ASP for Duron for Q2 as well. > In the conf call Jerry suggested Athlon ASPs were slightly north of $100 (don't remember the exact language). He also said Athlon/Duron combined ASPs were north of $75 and unit splits were about even. I suspect there were more Durons than Athlons. <It was more like $30 to $35. > What is the basis for this? <Just look at PriceWatch.> Pricewatch shows the cheapest volume part, the 800MHz Duron, about $36 (this is an increase since the quarter-end clearance sale). Currently Duron is shipping at 800/900/950. I don't see anyway in which Duron ASPs are close to the $35 number unless OEMs are not buying many parts above 850MHz or so. How do you come up with the $30-$35 range? Chuck

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