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

To: Charles R who wrote (126382)	10/18/2000 1:38:59 AM
From: tejek	Read Replies (1) \| Respond to of 1589206

<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 would not be surprised if Kumar was close on the units shipped....I am sure he gets inside info....then again he could have padded the numbers. <I was surprised at the current level of Intel's 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. I think the ASP number is telling. If they have moved as low as Kumar suggests, than AMD is hurting Intel much more than I thought. Enough so, that I think AMD could ease up on the price cuts. I would like to see AMD reduce its bloodletting as much as possible. edit. BTW TSC is reporting that Intel had a 20% increase in its inventories and that's how it was able to make its numbers. Have not had time to check it out but will. AMD also reported a 20+% increase in inventory. While I expect some increase due to Xmas, 20% is a bit high. ted