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 (60611)	6/4/1999 8:06:00 PM
From: Yougang Xiao	Read Replies (2) of 1572874

<<Maybe it's telling us something about demand for the K6-2?>> AMD briefly kept K6-2 prices at par with Celeron -- that's happend in Q1 when K6-2's yield was diving. K6-2's price has been staying lower than Celeron since the latest Intel price cut. During this time, we heard the "vastly improved" yield comment from AMD spokesperson. Allen acknoledged last week that Q2 ASP wont be better than $78. What conclusion we can draw from the above data? One interpretation is that AMD has been producing MORE (maybe much more) than the 5 millions they publicly forcasted for Q2. Thus, the the pressing need to unload K6-2s at whatever price they can get.

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