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To: Paul Engel who wrote (141821)8/17/2001 1:19:05 AM
From: Dan3  Read Replies (4) | Respond to of 186894
 
Re: What the hell does a complete price collapse have to do with bin splits?

My Goodness, Paul, why the hysterical response?

Worried about something?

AMD is putting quite a few million 1.4GHZ CPUs into the market this quarter, at whatever price they'll sell for. At 100% yield, 5000 wafers from Dresden could result in 14+ million chips.

What will happen to this quarter's CPU business if AMD puts even 7 million 1.4GHZ chips into it at an ASP of $75? And another 5 million 1.1GHZ Durons at $35?