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To: Tenchusatsu who wrote (138608)7/3/2001 9:31:18 PM
From: Paul Engel  Respond to of 186894
 
Ten - Re: "Seriously. Even PriceWatch shows the cheapest Pentium 4 1.3 GHz at $149, yet Dan thinks "P4's now averaging barely $100 to OEMs."

Blow Hard Dan is in a panic.

AMD's AThWiper ain't cutting it in the SMP arena - NO major OEM design wins !!

Their Mobile AthWiper is a power hog - and their 0.13 micron process is NOWHERE in sight.

And their ASPs are plummeting !

Paul



To: Tenchusatsu who wrote (138608)7/4/2001 11:58:55 AM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: Even PriceWatch shows the cheapest Pentium 4 1.3 GHz at $149

Oh come on, that was a one liner followed by a <Very Big Grin> to show I was kidding.

I've posted (more than once) what I expect P4 to be selling for even 2 quarters from now, Though these numbers are starting to look too high, given recent pricing.:

For Q4, maybe, around,

4 million Durons at $55 ASP from Austin
From Dresden:
0.3 million AthlonMP at $150 ASP
2 million Mobile Athlons/Durons at $125 ASP
3 million Athlon at $125 ASP

Gives AMD an ASP of about $96 - fabulous for AMD with its
quarterly costs of under $1 Billion, and additional
earnings from its money making flash and embedded chip
divisions.

Meanwhile, Intel would be selling

0.1 million Itanium at $1,000
2 million Xeon at $300
8 million mobile Celeron/PIII/P4 at $150
6 million P4 at $150
3 million PIII at $100
6 million Celeron at $60

For an ASP of about $138 - Disaster for Intel, with
quarterly costs running around $6 Billion dollars due to
its money losing "other" divisions.

I don't see things much different for Q1 of next year,
everything from both companies will run 5% to 10% faster
but cost the same.
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