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To: Dan3 who wrote (137379)	6/14/2001 9:09:33 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Dan, re: The whole P4 program is on life support at this point, the crash cart has already been called once (introducing the new top end 1.7 part at 1/3 the the usual initial price) It's a bad market, bottom of cycle, with excess capacity. How are AMD's ASP's holding up? John

To: Dan3 who wrote (137379)	6/14/2001 11:30:52 AM
From: Paul Engel	Respond to of 186894

Blow Hard Dan - re: "And then what would Intel do? " The same thing that AMD is doing? 213.219.40.69 AMD accused of CPU dumping Pricing again By Mike Magee, 14 June 2001 08.15 BST LONG TERM AMD DISTRIBUTORS and dealers in the US are claiming vociferously that the firm is dumping excess stock into the market. The accusation, which comes from a major US dealer who declined to be named, is harming his and others' businesses, he said. OEM chips, such as for example the Duron 850, have an official list price of $66 but brokers are flogging this little number for $61. Worse, an Athlon 1000MHz 266 FSB currently costs $151 if bought through AMD's official channel, but brokers are offering dealers the parts for $107. Boxed CPUs are holding their price, said the dealer. For some months, the channel has worried about disparate pricing models AMD appears to have been operating in different geographies. While the Inquirer has repeatedly asked for clarification on AMD's pricing model, so far the firm has declined to answer our questions. Later today, we'll ask our resident CPU spot market watcher, Marco Fumagalli, how Europe is doing on this and other fronts. µ