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

To: Paul Engel who wrote (15943)10/25/2000 4:41:20 PM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: As AMD's Speed distribution ROSE last quarter, their ASPs declined.

It also widened as the K6 stayed stuck at 500 or so MHZ and its price stayed low. K6 500 didn't look so bad compared to an Athlon 750, but compared to an Athlon 1GHZ it didn't look like much. AMD sold a lot of K6s last quarter. This quarter most of those K6s are being replaced by 700MHZ+ Durons and ASPs should go back to increasing.

Dan



To: Paul Engel who wrote (15943)10/25/2000 4:45:47 PM
From: dale_laroyRead Replies (2) | Respond to of 275872
 
Absolutely correct. Especially since, while AMD will be positioning Morgan versus Celeron in pricing, top tier vendors will be positioning Morgan versus P-III. This will be easy to do since a 1.0 GHz Morgan with PC1600 DDR SDRAM will be equivalent, or perhaps slightly ahead of, a 1.0 GHz P-III in performance.


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