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To: fyodor_ who wrote (37558)4/27/2001 12:48:56 PM
From: Joe NYCRespond to of 275872
 
Fyo,

One way to look at it, which is probably Chuck's point that in Q2, Duron becomes more competitive, Athlon becomes less competitive than they were in Q1 in their market segments, since Duron's price advantage increases (thanks to the integrated chipsets) and Athlon's price advantage decreases (thanks to Intel price cuts).

It was reflected in my estimates, but I think Chuck thinks it will make even more difference.

Joe


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