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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (47052)1/22/1999 4:48:00 PM
From: Kevin K. Spurway  Read Replies (1) of 1574108
 
Re: "The point is, that $153 represents the HIGHEST ASP that AMD is getting for its chips at this moment in time."

I don't think anyone is arguing with you about this. Petz was pointing out his belief that this ASP is higher than AMD was getting for its highest end chip in November. That is a relevant point, regardless of what the actual dollar amount the processor sells for. After all, we know what AMD's blended ASP was for the last quarter.

Re: "Considering distributor margins, AMD's price for that chip will be LESS than the $153 by 10 or 20%."

Probably closer to 20%+.

Kevin
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