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

To: DRBES who wrote (69333)	8/20/1999 1:48:00 PM
From: Joey Smith	Read Replies (4) \| Respond to of 1573922

Drbes, I stopped reading your post after you assumed $400 average ASP. Totally unrealistic, imo. I hear IBM & CPQ got some "sweet deal" from Jerry to be 1st users. joey

To: DRBES who wrote (69333)	8/20/1999 6:32:00 PM
From: Petz	Read Replies (2) \| Respond to of 1573922

DARBES, re:<Let us do some very simple arithmetic manipulations...250K this quarter...assume an ASP of $400...Golly they might even break even...BUT DO NOT COUNT ON IT!!! A LOT DEPENDS ON THE INFRASTRUCTURE BOTTLENECK> My guess on ASP for Athlon is closer to $300. At Fry's today, they said they would have Athlon chips and motherboards early September. I didn't ask about systems. Petz