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To: Paul Engel who wrote (54290)4/23/1998 2:22:00 PM
From: Mo Chips  Read Replies (3) | Respond to of 186894
 
<<ASP's are dropping primarily because AMD and Cyrix, in an attempt to gain market share, are making and selling x86 clone chips WAY BELOW THEIR ACTUAL COSTS.>>

You definitely understand the technical stuff, but on other things you seem painfully clueless. There are other forces causing ASPs to fall. Perhaps a little ol' thing called demand. You remember, from Econ 101...

Think about it, just how much can AMD and Cyrix supply? Probably a small percent of the total unit demand. So obviously something else is going on. Perhaps a fundamental change in demand??

Mo



To: Paul Engel who wrote (54290)4/23/1998 4:41:00 PM
From: Srini  Read Replies (1) | Respond to of 186894
 
Paul: Samsung's Alpha chip (April,6).....How does this impact anything?
samsung.com
Srini.