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Politics : Formerly About Advanced Micro Devices

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To: JBoyd who wrote (34553)7/15/1998 7:56:00 PM
From: Paul Engel  Read Replies (4) of 1572194
 
JBoyd - Re: "Why would Intel's ASP increase in the next few quarters? "

1. Intrduuction of the Mendocino - to sell for perhaps $200 at the top of the Celeron line.

2. Introduction of 450 MHz Pentium II with higher ASPs - and 350 and 400 MHz Pentium II's will drop in price but remain WELL ABOVE Intel's current ASP.

3. Ramp up of XEON processors - with ASPs starting at around $1000 and UP, they will contribute immensely to increasing Intel's ASPs as Workstations and Servers employing them start to gain marketshare from their competition - Sun and Compaq/DEC Alpha.

4. Introduction of Katmai in Q199 - with advanced 3D FPU MMX extensions - at an attractive price and speed range.

5. Increasing unit volumes of Mobile Module Pentium II's for notebook PCs at better ASPs (for Intel) than Mobile Pentium MMX devices.

Paul
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