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

To: milo_morai who wrote (71789)	2/17/2002 5:03:12 PM
From: Robohogs	Read Replies (1) \| Respond to of 275872

Milo - I appreciate your posts and look forward to them. But I do not understand the relevance of your link to Intel ASPs. If you had linked to the AMD ASPs I would understand. Until this week, my data had AMD's ASPs running flat to up 10% depending on where the sweet spot is. This week was the largest drop since prices were officially dropped in late January - that was my concern. If this were to continue with no 2200+ launch, ASPs could be in trouble, especially given back-ended nature of most quarters. That being said, however, the data out there does not really make it easy to track ASPs as no one knows where the sweet spot of production was more than 13 weeks ago (for the wafer starts being sold today) or what inventory schemes are being used to manage the market. Could be AMD has stepped up sweet spot more than the 1 step up for the top of the line (probably likely). Also will be hard to measure impact of end-of-lifeing 180 nm later this year. Could have some weird effects similar to clear-out of K6-2. I actually like performance on price curves so far, just worried about this past week. Keep up the good work. Jon