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

To: tejek who wrote (118891)	7/3/2000 2:59:20 AM
From: ptanner	Respond to of 1578938

Ted, <wasn't Sanders saying 25 million chips in 2001 from both Dresden and Austin?> AMD has said 25M for 2000... but this number seems low given the run rate in Q4-Q1. -PT

To: tejek who wrote (118891)	7/3/2000 8:49:43 AM
From: Dan3	Read Replies (1) \| Respond to of 1578938

Re: ...I would think we need more info from both sides before deciding that Intel's ASP's will be reduced by AMD Hi Ted, I think that if not for AMD, Intel's current ASPs would have been rising instead of falling. And that is a trend that I think will accelerate now that Athlon is becoming more widespread. At buildout Dresden is supposed to be good for 6,000 WSPW or about 12.5 million chips per quarter. If they are halfway there for Q4, they will be able to add quite a few chips to Austin's production. We'll have to see how it turns out, but I think that Intel has already taken a significant hit in ASPs due to Athlon, and it's going to get a lot worse in the next 2 quarters. By way of a note, I include Durons with their Athlon core in with Athlon for the purposes of this comparison. Prior to the Duron, Intel could get $150 for an upper end Celeron when AMD was getting $75 for a similar K6 - and I think that will be changing in the near term. From now on, it's not just high end ASPs that will be eroding. Regards, Dan