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

To: Pravin Kamdar who wrote (21548)	12/5/2000 1:56:37 PM
From: Dan3	Respond to of 275872

Re: 1 GHz Athlon for $182 on December, 14th.? Very disturbing news, if true It's not even news, if you think about it. If AMD's ASP isn't much over $90, and 1GHZ is the average speed of their chips, net quantity price of a 1GHZ part to OEMs/Distributers has to be around $100, and Retail around $180. Close to half AMD's production is at 1GHZ and above for the time period in which these processors will be sold. Expected ASPs are a little over $90. The least expensive K6s and Durons probably go for about $40 in quantity, while 1.1GHZ+ chips sell even to OEMs for close to $200, so to average out to $90, the 1GHZ chips can't sell for much more than $100 in quantity to OEMs. And that calls for a retail price of around $180. I agree that Intel is up against the wall here, with most of their product below 1GHZ. I've been harping on this point for months - AMD will do fine, but not great, while Intel has a fairly serious problem, even with their notebook and server revenue. Regards, Dan