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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Charles R who wrote (47903)7/16/2001 8:00:37 PM
From: kapkan4uRead Replies (2) of 275872
 
<I am hard pressed to understand where this ASP decline in Q3 will come from.>

Jerry said that "much more than 50%" of CPU sales materialized in June. From this I guess that channel inventory is high and that AMD and Intel pulled in OEM Q3 sales into Q2 as well. AMD is ramping Dresden and will have to sell 8M+ CPUs in Q3 or be stuck with inventory. Intel is loosing market share and will fight like mad. What gives?

ASP.

Kap
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