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To: Tenchusatsu who wrote (66926)1/2/2002 9:43:56 PM
From: Bill JacksonRespond to of 275872
 
Tenchu, lower prices can still yield higher margins as long as yields go up and other costs fall faster.
The experience curve with CPUs does this quite a lot.

Bill



To: Tenchusatsu who wrote (66926)1/2/2002 10:08:32 PM
From: niceguy767Respond to of 275872
 
Tenchusatsu:

Mr. Sanders suggested a q4 ASP of $72 up from $61 in q3...Nothing at all gradual about any ASP decline in those numbers!!!



To: Tenchusatsu who wrote (66926)1/2/2002 11:20:39 PM
From: AK2004Respond to of 275872
 
Ten
your "EDIT" clarified it. 4q athlon xp prices were higher than 3q athlons. It is not yet clear what effect higher athlon asps would have because of the even lower older athlons asps.
Regards
-Albert


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