Semiconductor and Semi-Equipment Analysts - Their Calls Message Board

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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: FJB who wrote (35)	2/4/1999 12:26:00 PM
From: FJB	of 195

"Our checks indicate that OEM prices on K6-2s for March delivery are as follows: 333MHz - $40, 366MHz - $50, $380MHz - $55 and 400MHz - $60," wrote Kumar, who rates AMD a "hold." "As such, we expect blended average selling prices (ASPs) exiting the March quarter to drop to $60, a 30 percent sequential decline." ... "With blended ASPs approaching $50 by summer, AMD is expected to drop into the red," said Kumar. "As such, we expect the company to implement austerity measures to stem losses."

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