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

To: kash johal who wrote (91803)	2/6/2000 2:16:00 PM
From: Dan3	Respond to of 1576858

Re: I suspect your average ASP model for Athlon is flawed... Could be - it's hard to estimate out that far. Nonetheless, I'm optimistic that Athlon Ultra will be getting a nice chunk of the higher-ASP business desktop / lower-end server market by Q4, and that VIA's chips will represent a significant part of the non-Intel low end - so that the volumes of select chips will not be as large as they might otherwise have been. I'd also guess at a quarterly run rate of something greater than 45m CPUs / quarter for the whole market by Q4 as European and Asian demand continues its growth. Increasing automation in those markets should lead to large increases (from a low base - even as a percentage of sales) of higher-end chips for departmental server use. The European market will probably show significant preference for a European manufactured chip, the Asian market will probably be more neutral - but more price sensitive, leading to decent demand for mid and high end Athlons (thus maintaining ASPs as the Athlon family moves from high-mid to high-mid-low. Thanks for your comments! Dan

To: kash johal who wrote (91803)	2/6/2000 4:31:00 PM
From: ptanner	Read Replies (2) \| Respond to of 1576858

Kash <Resale numbers in pricewatch will likely be 30-50% higher in unit 1 volumes.> I have been wondering about the relationship between the lowest Pricewatch quote and AMD's wholesale price. The lowest PW listing likely has a very low margin. The most recent "official" AMD prices (from The Register, 1/24, OEM prices in lots of 1,000 except 800 MHz) were in fact higher than the best PW listing (Goutama 1/24): Speed AMD PW 550 $217 $189 600 $246 $216 650 $292 $261 700 $483 $459 750 $585 $569 800 $790 $779 Any thoughts? PT