Formerly About Advanced Micro Devices 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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (38276)	10/6/1998 9:46:00 AM
From: Brian Hutcheson	Read Replies (1) of 1586390

Paul , re. pricewatch My post said that I have been watching Pricewatch every day . On the 8 Sep the 300mhz was a LOW price of $113 , on the 5 Oct the price weas $109 . That is a $4 drop in a month , besides which the low price reflects the fact that these are OEM surplus chips and are being sold at a loss to clear inventory before the release of higher speed 380 + 400 mhz K6-2s . On that URL That I posted from the 25 Sep , AMD quoted the selling price of the 300mhz at $129 . On another point , all you Intel investors were claiming that AMD could not grab a large market share . The facts speak for themselves ! I believe that the blended ASP could range anywhere from $110 - $145 , depending on whether AMD sold all their .35 inventory last quarter . If Edelstone is correct on the 4M K6-2s then that would give K6-2 revenue from $440M - $580M , enough to give a very good profit unless there are considerably greater expenses than last quarter . Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next