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

To: Shane Geary who wrote (55270)	4/12/1999 4:02:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 1573123

Shane, AMD will have to sell colossal amounts of 350MHz K6-2s to keep the ASP <$100 next quarter surely? The prices you are quoting are probably much higher than what Compaq or Gateway are paying for them. It isn't safe to calculate earnings based on published prices. Scumbria

To: Shane Geary who wrote (55270)	4/12/1999 4:09:00 PM
From: Jim McMannis	Respond to of 1573123

RE:"For every K6-III-400 sold, 16 K6-2-350s have to be sold to keep the ASP at last quarter's $78"... From the looks of things, expect AMD to phase out K6-2-350s soon. 400 looks like near bottom of the speed bin. Jim

To: Shane Geary who wrote (55270)	4/12/1999 4:10:00 PM
From: Burt Masnick	Respond to of 1573123

I think you have the proportions AMD is selling just about right.

To: Shane Geary who wrote (55270)	4/12/1999 4:30:00 PM
From: Mani1	Respond to of 1573123

Shane Re <<Intel's and AMD's new prices on CNET>> You can get a 400-MHz K6-2 for $98 today from pricewatch.com. I would gladly take a ASP's of $85 which I think should be around the break even point. That is assuming they can deliver 5.5 million CPU's. Mani