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To: Paul Engel who wrote (47933)7/17/2001 3:17:06 PM
From: fyodor_Read Replies (2) | Respond to of 275872
 
Paul: 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.

Not "a lot", considering that fully 50% of AMD sales came in the last month of the Q ;-)

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

Yes. At least when mobiles (and, to a much lesser extent, MPs) aren't included.

-fyo



To: Paul Engel who wrote (47933)7/18/2001 12:57:33 PM
From: Charles RRead Replies (1) | Respond to of 275872
 
<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.>

You are smoking something if you think AMD was selling ASP of $200 for Athlon at the end of the quarter.

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

Since I said the same thing, I guess you are agreeing with. Q3 Athlon ASPs could be in the $80s (excluding mobiles)


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