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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (47891)	7/16/2001 6:26:17 PM
From: kapkan4u	Read Replies (1) \| Respond to of 275872

<That is an extremely pessimistic view. Especially, given Brookdale has not yet arrived and given Mobile Athlons and Durons are shipping now. > In the thread I responded to ML's sources reporting ASP of $100 for 1.4GHz Tbirds for big OEM deals. In the same report OEM ASPs are anticipated at $50-$55 in Q3. You are way off on $50 ASP for Duron for Q2 as well. It was more like $30 to $35. Just look at PriceWatch. OEMs are pitting Intel against AMD on every deal. There is a war going on. The choices are: sell cheap or write down. Kap