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10/02/03 1:55 AM

#14498 RE: Petz #14497

Petz, Re: So, if Intel didn't spend one penny on marketing, it would still have a loss selling CPUs for the same price at which AMD would be breakeven.

One more thing, Petz. That $174 ASP estimate you made for Intel used IAG Q2 revenue and profits, but assumed 20M chipset sales at $30 ASP were the only other factor. I asked you to consider motherboard sales. I asked you to consider additional chipset sales to account for Intel's 75% MSS in the Pentium chipset market. I also asked you to consider a higher blended ASP to account for higher margin mobile and server chipsets. You have not done this yet, so I suspect your $174 ASP estimate for Intel is too high. In fact, it might be $15-20 too high. That would sort of screw up your conclusion, would it not?