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

To: tejek who wrote (117271)	6/23/2000 2:44:00 PM
From: Mani1	Respond to of 1570344

Ted re <<I guess what I meant to say is how could demand be as strong as everyone says and still have margins and ASP's down from last quarter.>> Much higher supply due to increased manufacturing capacity. I think ASP numbers for DRAM are really based on bits not unit, so if Micron selling 64 MB DRAM at a 80% premium to a 32 MB unit, then ASP's are falling. Analyzing ASP's in the DRAM market is not as straight forward as looking at AMD's or Intel's ASP. Mani