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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (44183)	12/28/1998 6:06:00 PM
From: Tenchusatsu	Read Replies (1) of 1573084

<Once the fan out of products comes out by summers end we may see Intel with a far lower ASP on all fronts because it will face competition on all fronts, even the risk of being in second place in the speed race.> Lower ASP on all fronts? We're already seeing this with the Celeron and even the Pentium II. I don't think the Xeon is going to drop that much in price, however. So what if AMD's K7 goes for 25% less than the equivalent Xeon (assuming there is one)? Since higher-end Xeons go for $2,000, and they're being put into servers which cost $20,000, a savings of $500 (or even $2,000 for four CPUs) is insignificant. By the way, I wonder how AMD's earnings look for this quarter. More units shipped (thanks to high demand), but at lower ASP (thanks to price wars). At least that's according to rumor. Tenchusatsu

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