I think from now on everyone should postscript there messages with their current holdings of either intc, amd or nsm. THis way these watered down facts from either side could be compared to there holdings to give a validity of the statement and source.
don�t get taken away from german quotations, AMD is an OTC stock over here and volume is generally marginal compared to NYSE volume. however it might be a mood indicator. btw, "DAX" is the index of the 30 biggest german stocks.
For someone who is very informed about how PC's and CPU's perform, the C400 indeed may be a clear cut choice as the more powerful processor of the two. However, the current entry level market generally has very few people with such knowledge. More likely the consumer is faced with these stickers:
The prices of such systems are most likely very similar, with maybe the Celeron based system costing $50 more. Now ask your self as a comparison shopper, which would you buy if you didn't know that the C400 was actually faster than the K6-2/400.
As to AMD ASP's in the first half of Q1, yes they are getting hammered, but there is a level of pain Intel will not stoop below. AMD is probably getting somewhere around $60 ASP's in the first half on PC based K6-2's. These low ASP's however will be often by the much higher margins AMD is getting on its portable product which accounts for roughly 20% of unit shipments (indeed this % may have increased dramatically in early Q1). So I think one can almost assume that AMD in the first half of the Q will be close to holding the line on ASP's. Once the mask change in early February sets in and once the K6-3 is on sale, AMD should have no problem beating the $89 ASP's of Q1, the question then just becomes how many chips can they sell in a quarter where chip sales are estimated to be around 25M as compared to nearly 30M in Q4.