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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (46019)1/14/1999 3:24:00 PM
From: Gary Ng  Read Replies (1) of 1582526
 
Jim, Re: He also said gross margins were 38% in q4 and expected low 40s in qtr 1 due to the mask fix which would move ASPs into the low 90s

I think the problem is Q199 is not Q498. Intel is staging it to be:

<= 400Mhz choose Celeron
450 and plus choose PIII

So once again AMD would be very likely to be competing with
Celeron (thus low ASP).

Gary
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