Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (126381)	10/18/2000 1:34:12 AM
From: Charles R	Read Replies (1) \| Respond to of 1589156

Ted, <Kumar is estimating that Intel shipped 34 million CPUs and the ASPs are around $177-78.> I think Kumar is overestimating the Intel units by a good million or more. Let's see what the other analysts have to say. <I was surprised at the current level of Intel's ASPs. > I think the ASPs were down slightly for the quarter - strong laptop and Server ASPs have a lot to do with it. Given the units were approximately flat (the language and conference call actually seems to indicate units were down slightly), it appears that Intel walked away from some business instead of killing ASPs. <I had thought you had estimated last quarter that they were around $190. Am I correct?> I was thinking of a number a bit lower than that - in the 180s - but in the same ballpark. Clearly, there is a bit of guessing here. Chuck