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To: Chung Lee who wrote (18812)11/13/2000 11:29:04 AM
From: Andrew ShihRead Replies (3) | Respond to of 275872
 
Joe <<I tried to come up with a scenario that would result in $90 ASP, and it is hard to come up with one.>>

What were the estimates for Athlon vs Duron?

Here's my guess:
75% Athlon SOLD at 1Ghz or greater.
25% Athlon SOLD at < 1 Ghz
2.5 Million Athlon @ $185
3.5 Million Duron @ 55
2.0 Million K6 @ 35

This results in $90.625 ASP.

If Athlon production goes up to 3 million, ASP = 96.18
If Duron sells at $60, ASP = 92.81.
etc.



To: Chung Lee who wrote (18812)11/13/2000 11:32:04 AM
From: porn_start878Read Replies (1) | Respond to of 275872
 
There are more sub-GHz Athlons sold than you guys think... Austin Athlons should be ramped out by Q1 but I still see a lot of tbirds under 900...

Additionally, Dresden Athys may be downbinned since oems doesn't seem to go far above 1GHz...

Max



To: Chung Lee who wrote (18812)11/13/2000 12:07:39 PM
From: niceguy767Respond to of 275872
 
Chung Lee:

"I tried to come up with a scenario that would result in $90 ASP, and it is hard to come up with one"

Couldn't be that Mr. Sanders and his colleagues were sandbagging at the news conference, or could it???


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