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

To: Yougang Xiao who wrote (74585)	10/7/1999 8:20:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573816

Yougang, Re: "Intels response to AMD" I expect a pretty bloody response early next year. If they do 12M Cumine 128's/ qtr at $100 ASP average and 14M Cumine 256's/qtr at $200 ASP. That gives a $160 ASP close enough. With Cascades shipping 1-2M/qtr at a $1000+ ASP we can see a $170-175 ASP. Now remember their COST on Cumine 128/256 is probably in the $50 range so they will still have 60% type margins as their costs will be reduced by $20-40 due to no external cache/smaller die/ and socketed package. As their flash biz is rolling even better than AMDs they have real upside in that area as well. I think that anybody who is underestimating Intel (AT LEAST IN CPU'S) is a fool. regards, Kash