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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (34556)	7/16/1998 12:33:00 AM
From: Maxwell	Read Replies (1) of 1572208

Intel ASP ? <<1. Intrduuction of the Mendocino - to sell for perhaps $200 at the top of the Celeron line.>> With such a huge die size yield won't be so good. Thus increas in ASP is not a sure thing. <<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.>> The 450MHz will probably selling like the 400MHz now and with the price of 400MHz and 350MHz dropping the ASP will not increase. This case assumes that demand for the 450MHz is plenty. <<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.>> This is a small market compared to Intel other product line such as the CPU. This will increase ASP but if the volume is not high enough the increase in ASP is minimal. <<4. Introduction of Katmai in Q199 - with advanced 3D FPU MMX extensions - at an attractive price and speed range.>> Intel must price this chip above the PII-450 or else the Katmai will kill the PII line. For a price above a PII-450, every man, woman, and child will sure to buy one. <<5. Increasing unit volumes of Mobile Module Pentium II's for notebook PCs at better ASPs (for Intel) than Mobile Pentium MMX devices.>> Mobile CPU will continue to decline due to competition. Intel have had the best of its day back in the Pentium era where the ASP is as high as $400. It will be tough to sell for a mobile CPU in excess of $300. AMD K6 mobile is hitting 300Mz and it is selling for less than $150 a pop. Maxwell

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