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


To: Petz who wrote (25457)1/18/2001 10:30:09 AM
From: fyodor_Respond to of 275872
 
Petz: 2.75*135 + 3.25*70 + 0.25*35 = 607.5 (ASP = $97.20)

You might want to drop K6 and Athlon ASPs a bit, though.

Current Athlon prices according to Pricewatch:

1.20: $261
1.10: $224
1.00: $174
0.95: $154
0.90: $128

Compare this to with October 12 prices (which I happened to write down):

1.10: $633
1.00: $383
0.95: $319
0.90: $226
0.85: $158

The distribution would have to be skewed VERY much towards the high frequency parts for AMD to get close to their Q4 (Athlon) ASP. The 1.3GHz intro would shore up ASPs, but how early in the quarter will it be released?

-fyo