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

To: bacchus_ii who wrote (18417)	11/9/2000 5:42:30 PM
From: Buckwheat	Read Replies (1) \| Respond to of 275872

A transcript of the Q3 CC ASP question from JC's site. I think JC warned that this might not be exactly word for word. Jerry Sanders A: The answer to your question relative to ASPs -- the Duron price was substantially lower than I would have expected. Because of the fact that we did have to try to offset this platform differential because our motherboard providers were able to get higher prices for AMD-compatible motherboards than they were for Intel-compatible motherboards. They weren't as aggressive. And this really was a problem for us in the value space. So that took our ASPs down. I don't see that improving in Q4, so we're just basically saying, we're not gonna try to take on an additional -- it's a temporary thing -- I think when that -- when we have a better chipset solution, I don't think we'll see so much pressure on Duron pricing. Because it's a clearly superior processor, and at the same price, everybody wants to buy Durons. So we actually, you know, we actually think that, yeah, the Duron issue is strictly a price issue. In some cases, the customers absolutely at the lowest end just don't want to even talk about putting a graphics chip down on the board -- they've got to have a UMA solution. So we're just not gonna be in that space. Q: Okay, got it, thanks. A: I think this is temporary. Q: All righty.

To: bacchus_ii who wrote (18417)	11/9/2000 6:04:54 PM
From: Chung Lee	Respond to of 275872

Bacchus <<Situation may change>> That's is standard disclaimer, it means nothing but might have effect on the most paranoid. This from Intel webcast, you have to click agree before they let you in. <<contain forward-looking statements that involve a number of risks and uncertainties.....changes in the mixes of microprocessor types and speeds, competitive factors, such as rival chip architectures and manufacturing technologies, acceptance of new products in specific market segments; pricing pressures; insufficient, excess or obsolete inventory...>