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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (58079)5/14/1999 1:22:00 AM
From: Paul Engel  Read Replies (2) of 1572384
 
Charles - Re: "Your mobile units and ASPs seem a bit low. Most of the top selling laptops are based on K6-2. From what I can tell AMD should ship well over 1Mu mobile units with an ASP around $100 (can change if Intel ships large amount of 180nm products - Paul, any comments on this?)"

AMD is shipping a LOT of mobile units into the cheaper, retail store-outlet segment.

The larger commercial/business segment, with MUCH HIGHER MARGINS, is still overwhelmingly dominated by Chipzilla (Intel).

Chimpzilla (AMD) is still left with the lower margin business.

Paul
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