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To: Charles R who wrote (47896)7/16/2001 7:21:09 PM
From: kapkan4uRead Replies (1) | Respond to of 275872
 
<How do you come up with the $30-$35 range?>

900MHz Durons are $57 on PriceWatch. OEMs are probably getting them for $40 or less. ML's estimate of $50 to $55 Athlon+Duron OEM ASP sounds about right to me in Q3. The dealer ASPs should be around $90 with the OEM+dealer average in the low $60s.

What is your estimate for Q3?

Kap



To: Charles R who wrote (47896)7/17/2001 12:50:25 AM
From: Paul EngelRead Replies (2) | Respond to of 275872
 
Re: "In the conf call Jerry suggested Athlon ASPs were slightly north of $100 "

That included a lot of AthWipers selling for near $200 at the beginning of Q2 2001 - and whose price plummeted to less than $100 at the END of Q2 2001.

That implies a sub $100 ASP for the AthWipers in Q3 2001.


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