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To: Andrew Shih who wrote (20832)	11/28/2000 11:47:40 AM
From: fyodor_	Respond to of 275872

Andrew, Does anyone have a good estimate of ASPs to use for Athlon, Duron, & K6? These are the numbers I used for my Q3 spreadsheet. Haven't looked at them in a while, but they at least present a credible scenario, with a blended ASP in the low 90s. (sorry, I can't seem to get SI to line up the text properly) (EDIT: Well, only in preview mode it seems) Athlons TBirds 1.800.000 $190 Durons 1.500.000 $65 Regular 400.000 $140 Total 3.700.000 $134 K6s K6-2+ 800.000 $55 Regular 2.400.000 $40 Total 3.200.000 $44 Blended 6.900.000 $92 -fyo

To: Andrew Shih who wrote (20832)	11/28/2000 1:53:26 PM
From: Chung Lee	Respond to of 275872

Andrew, >>>If Athlon ASPs are $130... $130 is way too low, don't forget at the end of Q3, 80%+ Dresden output at 1GHz or higher, and during this current qtr, 1 GHz retail started out $440 to current $250, so I am guessing average should be much higher than $130, I think $200, current 1 GHz tbird pricing has been stable for over 4-5 weeks and I don't think Intel is in position currently to fight the 1 Ghz price war. also note 1.1 GHz tbird still readily available and quite profitable. That being said, my next buy stop is $14, the market seems to be working feverishly to deliver that to me. :-( Chung