Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (34850)	4/4/2001 5:02:38 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Joe, Re: Buggi's AMD ASP page is excellent. Buggi is from Germany and posts on Wallstreet-Online.de. He updates his ASP calculations every few days, so this is IMO a good site to check regularly. The only downside is that his Q4 ASP estimates were way too high ($10 or so), probably because of the K6 fire-sales which shouldn't have much effect this quarter. So he changed his model a little bit and currently he estimates ASPs of around $85-90 (did you also notice that he provides different models with different Athlon/Duron/K6 distributions?). Andreas

To: Joe NYC who wrote (34850)	4/4/2001 5:37:17 PM
From: ptanner	Read Replies (2) \| Respond to of 275872

Joe, Re: "My comment is that as far as the latest data is concerned, JC's numbers are a lot more accurate than his API / German prices. His calculation of ASP for Athlon using JC's USA low prices is $154. This number is probably about 5 to 10% higher than what AMD actually gets, if the proportion of various speed grades listed by the vendors correlates with the sales." I tracked and tried to calculate ASP using the PW data for a couple quarters last year. Typically, I applied a discount of 10 to 20% to the listed price (distributor and retailer profit) and also a variety of speed weightings (equal to # of entries, #entry ^2, etc.) and all of my results were considerably higher than the reported ASP. The missing piece is likely the OEM and the likely skewing of demand towards lower cost CPUs. There may be a lot of offers in the high-end but what is the depth of demand? -PT