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

To: Petz who wrote (122964)	8/23/2000 1:09:17 PM
From: TechieGuy-alt	Respond to of 1578861

By Q1 80% of these will be replaced by Durons selling for between $50 and $150 All Durons currently go under $100. What do you expect that to change? As new speed grades are available, they are usually available at the price point of the previous grade, which in turn is dropped in price. Speed grades at the bottom then just fall off the map. But you already knew that. I just wanted to point out that your expectation of Duron prices are just too high. TG

To: Petz who wrote (122964)	8/23/2000 1:22:43 PM
From: Road Walker	Read Replies (1) \| Respond to of 1578861

John, re: Compared to right now, the big difference is that the low-end now (Duron + K6-2) is dominated by K6-2 which AMD can only sell for $45. By Q1 80% of these will be replaced by Durons selling for between $50 and $150. This gradual replacement is what will move the average ASP up, since I don't think the high-end prices will vary by much. So AMD is still manufacturing K6-2's? I didn't realize that. If you are correct and AMD can make a gradual transition from K6-2 to Duron, then they may be able to maintain asp's. That's good news. John