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To: kapkan4u who wrote (47886)	7/16/2001 6:14:41 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

<8M units at $60 ASP is $480M plus 20% decline in flash revenue, we may see a $200M drop in revenue in Q3 from Q2. > That is an extremely pessimistic view. Especially, given Brookdale has not yet arrived and given Mobile Athlons and Durons are shipping now. Looks like Duron ASPs were in the $50 range for Q2. And, I doubt if they are going any lower (not until P4+Brookdale makes it to the low-end as Celeron which is probably a mid-2002 event). The only collapse can be in Athlon pricing which was about $100 last quarter. There is clearly more risk on these ASPs. What is your expectation on ASP and unit shipments of Athlons/Durons? How about Mobile chips? What kind of scenario can give you a $60 ASP?