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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (8847)	9/17/2000 4:47:15 PM
From: Paul Engel	Respond to of 275872

Re: "AMD prices are going up. " Wrong - they are going DOWN. Re: "This quarter (Q3) and next (Q4) will see increases in AMD's ASPs (after increases in Q1 and Q2)." This is only true as long as the Kmart 62'scontinue to ramp DOWN in volume. Once they go away, AMD's ASPs will peak - and then decline again. Remember - AMD's ASPs still haven't been above $100 in years. Re: "how are Intel's ASPs? What were Intel's ASPs in Q1 and Q2, and what do you expect for Q3 and Q4?" Why, thank you for asking, Joe ! Intel's ASPs are doing just fine - hovering around $195. They may be increasing slightly, as the Pentium III volume grows faster than the Celeron volume. But you already knew that - didn't you, Joe?