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

To: andreas_wonisch who wrote (71495)	2/12/2002 2:15:33 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Andreas: For those of you that are too lazy to read through all that text below here's the most important chart (overall ASPs calculated by my model discussed below): Very interesting charts (have only looked at the first couple, but still&#133), but what's the difference between ASP and ASP(tot) in the first link? TIA, fyo

To: andreas_wonisch who wrote (71495)	2/12/2002 2:25:45 PM
From: kapkan4u	Read Replies (2) \| Respond to of 275872

Great work. I would suggest that you have a single web page with all the charts updated weekly. A week ago I started tracking Athlon XP vs P4 478 prices by taking the average of the cheapest of the top five CPUs. The difference between P4 and XP for the last 7 days was: $97.50 $95.67 $93.83 $93.17 $92.67 $91.00 $89.50 The XPs went up $1, but P4s have been under pressure and declined $7. So far it looks good for Q1, but I am wary of the Q3 situation were AMD was sitting quiet for the first two months and then bombed ASPs and sold half of Q3's revenue in the last month. Kap

To: andreas_wonisch who wrote (71495)	2/12/2002 3:36:26 PM
From: rsi_boy	Read Replies (1) \| Respond to of 275872

wow, that is fantastic work. Thanks for the analysis. I too am surprised by the trend, I would have thought that Northwood would be having a much more detrimental effect on AMD's ASP by now. Quite surprising to see somewhat the reverse happening. Also frustrating as a potential customer, myself and some of my friends keep waiting for low-end xp's to get really cheap but instead all that happens is the minimum price stays the same (about 200 cdn) and the price spread between the lower speed grades just gets narrower and narrower (1500,1600,1700 are now almost all the same price).

To: andreas_wonisch who wrote (71495)	2/12/2002 3:46:32 PM
From: Petz	Respond to of 275872

Truly excellent post. Much thanks for your Pricewatch analysis. Petz

To: andreas_wonisch who wrote (71495)	2/12/2002 4:38:19 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

deleted PS: Great job

To: andreas_wonisch who wrote (71495)	2/12/2002 6:40:41 PM
From: ptanner	Respond to of 275872

Andreas, re: ASP analysis I finally applied some polish to the graphs I made and put them up on the web here: home.attbi.com The four graphs are my investigation of overall pricing trends. I was curious about how AMD's list and retail prices have changed from 3Q01 to present; and whether AMD and/or Intel have tried to back off of the strong price competition through higher list (and hopefully retail) prices. I have done similar analysis for Durons and it wasn't quite as interesting so I didn't publish yet. The Celeron data is rougher to work with as entry counts seem far too low (e.g. I see relatively more ads for high speed Celeron systems than PW entries). Thanks for helping with the historic list price research. I would like to extend the data series back through 2000 but this will await some more "excess" time. <g> -PT