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

To: Daniel Schuh who wrote (122795)	8/22/2000 1:21:28 PM
From: Road Walker	Read Replies (1) \| Respond to of 1578343

Daniel, re: "John, I don't think it's correct to say AMD is eliminating the low end" I meant in a short time frame, this quarter and next. Just thinking out loud, but a good argument could be made that AMD's ASP's will peak sometime before the end of the 1st quarter, 01. As the Duron gains significant distribution, ASP will start to come down, and fixed costs will start to rise, as a percentage of sales. This will lead to a lower net margin percent, so the sales better be gangbusters to maintain eps. John