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

To: Elmer who wrote (120560)	7/19/2000 12:59:45 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1583406

Here is an article from WSJ interactive posted on RB: ragingbull.altavista.com Meanwhile, Intel rival Advanced Micro Devices Inc. has been making the most of the chip giant's missteps. Its new Athlon microprocessor is doing well, and AMD has managed to release faster processors than Intel on several occasions. Even more significant, AMD has dramatically boosted the average selling prices of its processors, while Intel's average prices have continued to slide. According to Mercury, AMD's average pricing rose to $103 in the second quarter from $87 in the first quarter. Intel's average prices, by contrast, dropped to $189 from $192 in the same period. I find it interesting that their ASP matches one in my spreadsheet that I used for epscontest.com My estimate is: # ASP Revenue Athlon 1.95 $240 468 K6 5.05 $53 267 Combined 7.00 $105 735 Joe

To: Elmer who wrote (120560)	7/19/2000 3:13:33 PM
From: Petz	Respond to of 1583406

Elmer, re:<It congratulates the team on producing what averages out to well over 1 million CuMines per week for the entire Q2!> More proof that there's a packaging/speed bin problem. Petz