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

To: Charles R who wrote (58079)	5/13/1999 9:37:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1582734

CharlesR, My comments on your comments: >- ASPs seem about right for most of the products - all the price cuts for the quarter are likely behind us I figured that todays price is a good average. I anticipate that Intel will cut prices again in a few weeks if the K7 really comes out. >- your best case product mix is where it is at today. i.e., more like typical case (things should get better unless there is yield disaster) It's where they said they would be ie, vast majority at 400Mhz and above. Sure hope its true. >- Your mobile units and ASPs seem a bit low. Most of the top selling laptops are based on K6-2. From what I can tell AMD should ship well over 1Mu mobile units with an ASP around $100. I think that lots of K6-2 mobiles use regular K6's not the mobile versions. Also we have heard that premium for the mobiles isn't much. >- your K6-3 and K7 best case numbers have significant upside. Well this is what one might hope for. But K6III's have been very difficult to find so I am not really convinced of that yet. If GTW/IBM announces the K6III's in a few weeks then I might agree with you. Anyhow appreciate your comments and hope that my best case is truly a baseline. Regards, Kash

To: Charles R who wrote (58079)	5/14/1999 1:18:00 AM
From: Paul Engel	Respond to of 1582734

Charles - Re: "all the price cuts for the quarter are likely behind us" WRONG !!!!! See my prior post to you ! Message 9524109 AMD's prices are PLUMMETING between the Morning and the EVENING ! By the way - Kdog 63 just plummeted from $217 this Morning to $195 this Evening ! That's a 10% drop in a day ! Look out BELOW ! Paul

To: Charles R who wrote (58079)	5/14/1999 1:22:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1582734

Charles - Re: "Your mobile units and ASPs seem a bit low. Most of the top selling laptops are based on K6-2. From what I can tell AMD should ship well over 1Mu mobile units with an ASP around $100 (can change if Intel ships large amount of 180nm products - Paul, any comments on this?)" AMD is shipping a LOT of mobile units into the cheaper, retail store-outlet segment. The larger commercial/business segment, with MUCH HIGHER MARGINS, is still overwhelmingly dominated by Chipzilla (Intel). Chimpzilla (AMD) is still left with the lower margin business. Paul