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To: Paul Engel who wrote (117592)	11/13/2000 2:20:04 PM
From: Elmer	Respond to of 186894

Re: "After reaching $93 (+/-) in Q2 2000, their ASPs DROPPED to $90 3/8 in Q3 2000 - and their recent Analyst Web Cast indicated that AMD management was predicting FLAT APSs throughout 2001 - at $90" And with their Fabs maxed out, where can they go from here? EP

To: Paul Engel who wrote (117592)	11/13/2000 3:39:21 PM
From: SisterMaryElephant	Read Replies (2) \| Respond to of 186894

Paul, <AMD seems tho have hit a ceiling with their ASPs.> I agree with you. Things will only get tougher for AMD as Intel starts to ramp P4. Someone used the term "flood" the market; I tend to agree. AMD will give up the high-end retail/consumer desktop to Intel by mid year 2001, if not sooner. They are running out of market segments to challenge Intel on. I thought the Duron would give the Celeron a challenge, but judging by today's new Celeron announcement, I don't think so. SK