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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: d e conway who wrote (62732)6/22/1999 10:36:00 AM
From: kash johal  Respond to of 1577541
 
Dan,

ReL K7 ASP's

My guess is that K7 blended ASPs for 2H 99 will be in the $300 range.

Still not bad at all as that should be close to 60% margins.

Regards,

Kash



To: d e conway who wrote (62732)6/22/1999 10:54:00 AM
From: Cirruslvr  Read Replies (1) | Respond to of 1577541
 
Dan - RE: "I would be very, very cautious using a figure as high as this. We can be sure that CPQ, GTW, et al, with their junkie-like discount cravings, will not be paying full bore for K7"

Good point. I should have thought of that. Those prices at Forbes were probably in 1K quantities.

If we give Compaq and Gateway a 20% across the board drop, the completely random guess of ASP becomes $346.