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

To: Petz who wrote (18512)	11/10/2000 1:04:04 AM
From: tejek	Respond to of 275872

Total MP sales in units generally decline 10% from Q4 to Q1, mostly because of retail. Since AMD is mostly in the retail market, I think it is extremely difficult for AMD to maintain its ASP in Q1. What I said was I was hoping that ASPs would improve next year beginning in Q1....I did not expect the improvement to be confined solely to Q1. Because revenues normally decline between Q4 to Q1 does not mean that there is an automatic decline in ASPs as well. On the contrary I was hoping that ASPs would go up between the quarters since PCs given as Xmas gifts tend to be the cheaper models while in the other quarters, its the more expensive models that are sold. Of course, the problems with the Duron and its infrastructure make that less likely this year. Nonetheless, I did not think my reasoning lunacy nor impossible. ted