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

To: Paul Engel who wrote (84789)1/3/2000 2:35:00 PM
From: Mani1  Read Replies (2) | Respond to of 1572207
 
Paul Re <<Note that the "potential" 12.5 million Spry Wipey's to be shipped in 2000 may NOT make up for the reduction in K6 sales - netting AMD a net LOSS in overall market share.>>

Unit wise, maybe. Definitely not revenue wise. As you know ASP's of Athlons are currently about 5X of K6's. If 12.5 million Athlon holds, I would think AMD will be substantially higher a year from now.

Mani



To: Paul Engel who wrote (84789)1/3/2000 2:36:00 PM
From: niceguy767  Read Replies (1) | Respond to of 1572207
 
Hi Paul:

No problem with reduced K6 market share for me as probably not too great margins there anyway!

It's the "spry Athy" ASP that makes AMD so very very interesting as a potentially outstanding Y2000 investment!


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