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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (49446)2/14/1999 5:27:00 PM
From: Paul Engel  Read Replies (2) of 1572441
 
Cringe & AMD Investors - 400 MHz K6-2s are now down to $140/each on Pricewatch.

This puts them cheaper than 400 MHz Celeron PPGAs by $2 - so expect further drops on the K6-2 until the 25% "delta" is reached - about $107 for the K6-2 400 MHz.

Also note that 350 MHz K6-2s are now DOWN to $86/each on Pricewatch.

Since AMD talks about 50% of their Q199 product shipments to be 350 MHz and above, such a low ASP on the 350 MHz Part pretty much assures a DROP in AMD ASPs this quarter FROM $89 last quarter.

But you might say - "Cherry Sanders said in the Jan. 14 Conference Call that MARGINS would be GOING UP to >40% this quarter".

Heh, heh, heh ! Cherry fooled you again !

Paul
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