Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

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To: kash johal who wrote (48528)	7/20/2001 3:52:21 PM
From: Dan3	Read Replies (3) of 275872

Re: As long as Intel can average $200 for PIV - Intel wins. Yeah, but they've been forced to cut the list price of P4 1.5 to $133 to get the things to sell in any kind of volume. Intel's ASP on the P4s it is shipping to Dell is probably flirting with $100 after you factor in terms and co-op. At that point, the fact that it takes $60 to FAB, test, and package one vs. $35 to FAB, test, and package a PIII or Athlon is a factor (though not an overwhelming one, I'd agree). Meanwhile AMD is moderating any decline in its ASPs by blending in increasing sales of slightly higher priced mobile chips - which is killing overall ASPs in mobile chips, Intel's last remaining golden goose. Server sales are way down regardless of what AMD does or doesn't do to Intel's server ASPs.

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