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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (34102)7/8/1998 8:36:00 PM
From: kash johal  Read Replies (1) | Respond to of 1571175
 
I think the k6-2 will be priced in the $80 range for Q3.
I suspect that the devices will be in oversupply and AMD will not be able to sell all they can produce. I expect lossess to GROW and the stock to fall lower in Q3.

I think all the x86 suppliers are in trouble.

If you take a look at any product when there is oversupply the prices fall through the floor. SRAMS, DRAMs, FLASH....you name it.

There needs to be some rationalisation in this business. I suspect that NSM and IDTI will eventually drop out of the mainstream x86 biz but not next quarter.

Regards,

Kash



To: gnuman who wrote (34102)7/8/1998 11:21:00 PM
From: Joe NYC  Respond to of 1571175
 
Gene,

If AMD were to only sell 4M units but change the mix to say 1M K6's and 3M K6-2's, I think the ASP would grow. Even if the K6 sold for $60, and the K6-2 for $120, that would raise the ASP to $105.

By the end of Q3, K6-2 266 will be below $70, 300 below $100 (with average price for the quarter higher). The only question is if AMD can sell enough (any) 333 and 350 MHz parts. That's the only way to see higher ASP.

Joe


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