Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (56407)	4/26/1999 2:59:00 PM
From: Elmer	Read Replies (2) of 1571689

Re: "So what you're saying is that the ASP for K6-2 won't rise much from $78, but the ASP for K6-III is up in the air?" If you noticed last week, Intel's Paul Ottelini (sp?) said Intel has reclaimed the market share they lost in the sub-$1000 market. I wonder if AMD's 4.5 Million unit shipment might have been down from expected 5.5 million because of lack of demand? Intel's gain in market share had to come from AMD so that would explain the drop in unit shipment. Maybe the story about yield problems was a better excuse for AMD then to admit they lost customers. Lower ASPs with lower demand means more huge losses. EP

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