Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (58105)	5/14/1999 1:48:00 AM
From: Charles R	Read Replies (1) of 1571685

Paul, Even if the ASPs are in freefall they are likely to get much better with NSMs exit. When AMD was dumping last quarter because of bad yields, they were competing with NSM for scrap biz. This quarter, to the extent that they dump, they will be competing with Intel and I am pretty sure Intel will walk away from some of the biz (unlike NSM) and thus keep the ASPs higher. This alone should keep a lid on the bottom! As far as AMD posting significant losses this quarter - I think it is too early to tell. We are not quite at half-way point in the quarter and there is still a lot of potential surprises in the next 6 weeks. Good or bad - it is going to be an exciting quarter! Chuck Chuck

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