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To: kash johal who wrote (76)	9/18/1999 9:24:00 PM
From: Charles R	Respond to of 271

Kash, <I disagree completely. The OEMS are desperate to improve top line growth in PC market. They would much rather sell more $2000 computers than $500 computers. They all want and need higher ASPs to grow valuations.> I am not sure what you are disagreeing with. I do not see much of a connection between what I say and what you responded. As far as OEMs wanting to sell higher ASP units - I agree. Actually, I was saying a while back that that is the primary reason for AMD not breaking into the corporate market so far. OEMs do not like to see lower ASPs. Having said that it is clear that system ASPs (consumer and corporate) are on the way down - pretty much every OEM reports the same story. What I am saying is that OEMs may not get what they want - in the end, in a competitive market, customers prevail. Chuck