Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (48600)	7/22/2001 9:40:02 AM
From: andreas_wonisch	Read Replies (1) of 275872

Dan, Re: [AMD ASPs at $50] Because in that scenario Intel is selling 25M units/qtr at an ASP of $100. Any data to back that up? In Q2 AMD's ASPs plummeted from $91 to $76 (data from amd.com, rounded up). That's an ASP decline of 16%. In the same quarter Intel's ASPs only went down by about 6% (processor revenue was flat, shipments were up 6%). So it looks like Intel is able to hold up ASPs much better than AMD in a price war situation. And that's not too surprising: They sell a) tons of overpriced PIIIs in the business market and b) they have a steep price premium on their products that AMD can't match. Andreas

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next