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

To: Greater Fool who wrote (92608)	2/11/2000 3:59:00 PM
From: Charles R	Respond to of 1573694

GF, <The caveat I would offer is that ASP degradation happens awfully fast. It's very hard to know how bad the ASP degradation will be. Mr. Sanders doesn't have a firm handle on how fast that degradation will be (no fault of his -- no one does), so he's basing his comments on his known upside in Flash. Yet he comments on strength in microprocessors. K6 shipped a lot of units in Q4. I'd be amazed if the unit shipments remained flat, and even more amazed if the aggregate ASP remained flat, given that the progression to higher speeds seems to have slowed. And I'd also be amazed if the aggregate Athlon ASP remains anywhere near flat on ramping units.> You make a lot of good points. The catch is this: because of Intel's problems with CuMine ramp, we have a situation where there is shortage of product and good demand. So, the price situation is very benign. Also, Gateway has picked Athlon for Small Business and consumer PCs and there is a lot of growth in the small business area. Rolling in good times ;-) Chuck