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

To: Yousef who wrote (47105)	1/23/1999 7:31:00 PM
From: Cirruslvr	Respond to of 1580603

Yousef - RE: "why is it that you expect AMD ASP's to increase ??" The production problem is expected to fully be over in Feb. The reason ASPs were so low in Q4 is obviously because of the production problem. Lots of 300 and 333MHz K6-2s that were supposed to be 350MHz and above were sold at really low prices. A 300MHz AFR66 K6-2 ranges from $64-$77 at Pricewatch. AMD obviously didn't get much money by selling those chips. This quarter, the 400MHz K6-2 is supposed to achieve volume production, and the 450MHz K6-2 should be ready to go in Feb. Selling these instead of AFR66 K6-2s will easliy increase the ASP. Also, with the release date of the K6-3 being upped by AMD (http://www.theregister.co.uk/990122-000008.html), one can guess that the production problem is going to be fixed earlier than expected. Can you think of any reason why ASPs would fall if the production problem is fixed? As far as Dresden "turn-on", AMD didn't announce any suprise extra costs this month like they did after Q3 earnings.