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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: cfimx who wrote (3570)	1/7/1998 3:49:00 PM
From: Petz	Read Replies (2) of 6843

twister: RE: PII market share and Intel ASP. As Ali said, Paul Engel is the source for most Intel info Here's a post from him techstocks.com In it he estimates that 25% of 4Q production (unit sales) is PII, 2% is Pentium PRO. I think I saw these numbers from CNet also, and I've read someplace that Intel doesn't expect 50% PII until mid '98. With 25% PII sales, I don't see how the average ASP of Intel could have gone up in the current quarter. Assume 10% of Q3 unit sales were PII, 3% PPro. Then 14% of sales went up by $350 (average price difference for PII/PPro vs older chips) 10% of sales DROPPED by at least $200 (price drop of PII chips) 2% of sales stayed the same (PPro didn't change much) 74% of sales dropped by ???. ??? is the drop in price of your average Pentium and MMX chip. Its got to be at least a drop of $50. So, 0.14350 + 0.020 - 0.10200 -0.7450 = -$8 Using these numbers you get an ASP DROP of $8 Kumar (an analyst) estimated an ASP INCREASE of $25 for Intel. Doesn't compute. Petz

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