Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (118875)	7/3/2000 1:55:57 AM
From: tejek	Read Replies (2) \| Respond to of 1578887

If I can but in here, I think he meant by year end. By that time Dresden should be good for 5 to 10 million chips per quarter. And the upper middle/high end (desktops, at least) could be completly satisfied by that number of chips. Now we all know Intel will continue to hold on to plenty of that market space, but they could still get hurt pretty badly in terms of ASPs. Remember what happened to AMD last spring when their ASPs were pushed down. Dan, First I think it will be a stretch for Dresden to get to 5 million by the end of the year....wasn't Sanders saying 25 million chips in 2001 from both Dresden and Austin? Secondly even if we get to 5 million what percentage will be Durons and what will be T-birds and other high end chips. I am assuming that we are not considering Durons high end chips. Thirdly Intel is doing 32 million chips a quarter...I don't know what percentage of that production is high end and then there is the Willamette factor. Bottom line...I would think we need more info from both sides before deciding that Intel's ASP's will be reduced by AMD. Do you not agree? ted