Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tenchusatsu who wrote (56407)	4/26/1999 2:45:00 PM
From: Mani1	Respond to of 1571546

Tenchusatsu Re <<So what you're saying is that the ASP for K6-2 won't rise much from $78, but the ASP for K6-III is up in the air?>> ???? K62 ASP will be around $78. Over all ASP will be higher. Re<<I thought they hinted at it in one of their three warnings.>> Nope. Mani

To: Tenchusatsu who wrote (56407)	4/26/1999 2:59:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1571546

Re: "So what you're saying is that the ASP for K6-2 won't rise much from $78, but the ASP for K6-III is up in the air?" If you noticed last week, Intel's Paul Ottelini (sp?) said Intel has reclaimed the market share they lost in the sub-$1000 market. I wonder if AMD's 4.5 Million unit shipment might have been down from expected 5.5 million because of lack of demand? Intel's gain in market share had to come from AMD so that would explain the drop in unit shipment. Maybe the story about yield problems was a better excuse for AMD then to admit they lost customers. Lower ASPs with lower demand means more huge losses. EP