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To: kash johal who wrote (46625)	7/8/2001 4:46:28 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Kash, Re: They will suffer even lower ASP's in dektops - their MHZ ramp seems stalled. Good point. I didn't see this discussed here. AMD's ASPs clearly eroded over Q1 as witnessed on Pricewatch. That means the ASPs for Q1 are substantially higher than they are now. And with no new clock-speed in sight (unless AMD chooses to release a 1.53 GHz Thunderbird), I doubt they'll get better. Andreas

To: kash johal who wrote (46625)	7/8/2001 8:57:24 PM
From: Yousef	Respond to of 275872

Kash, Re: "Dan3 ... I think you are completely clueless ..." I couldn't agree more. <ggg> Make It So, Yousef

To: kash johal who wrote (46625)	7/9/2001 8:37:44 AM
From: Dan3	Respond to of 275872

Re: you are completely clueless on MP volumes Given the endless glut of microprocessors, I expect both Intel and AMD to begin encouraging SMP once again. Consider this; from the same vendor, if the MSI board comes in at $200 and we compare it to the cheapest P4 board at $175: 1.7GHZ P4 w/ 256 meg and motherboard = $720 2x1.4GHZ Tbird w/256 meg and motherboard = $632 2x1.2GHZ Pal w/ 256 meg and motherboard = $730 2x1.4GHZ Pal w/ 256 meg and motherboard = $854 Supposedly, Intel is going to attempt to get $500 for a 1.8GHZ P4. AMD would be more than happy to sell you 2 1.4GHZ chips, for the same price. Take a look at pcprogress.com. If I didn't miscount, they offer 14 different dual processor Socket 370 motherboards under $225, some nearly as low as $100. They have about another 6 more expensive "server" models for Dual Socket 370, about a dozen Slot 1 models, and a few other SMP boards, (4 processor, Athlon, etc.) If you want to check my count, make sure you don't count gigabyte's "dual bios" boards as dual processor, that's something else. There are a lot more SMP PCs out there than you may think. And as buyers get accustomed to the notion of inexpensive high end CPUs the demand for dual processor boards (both Intel and AMD) will go up. I don't know how much of it AMD will necessarily pick up, but there will be quite a few boards sold in the dual processor market for Q4. If the benefits of the point to point bus are as compelling as they've appeared to be in the first few reviews we've seen, .5 to 1 million AMD SMP boards sold is quite possible. Between low end servers and high end desktops/workstations, there are a lot more SMP systems out there than you think. There are just too many SKUs being produced and distributed for SMP to be the niche market most people think it is. Regards, Dan