Formerly About Advanced Micro Devices Message Board

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (120561)	7/19/2000 1:32:39 PM
From: EricRR	of 1581921

Here it is again: Even more significant, AMD has dramatically boosted the average selling prices of its processors, while Intel's average prices have continued to slide. According to Mercury, AMD's average pricing rose to $103 in the second quarter from $87 in the first quarter. Intel's average prices, by contrast, dropped to $189 from $192 in the same period. I find it interesting that their ASP matches one in my spreadsheet that I used for epscontest.com My estimate is: # ASP Revenue Athlon 1.95 $240 468 K6 5.05 $53 267 Combined 7.00 $105 735 $16 in higher ASP's times 7 million chips (lets make it 6.5 to be conservative) $16* 6.5 million = 110.5 million in extra profit. subtract dresden depreciation of 14 million, + 28 million in one time start charges. Add extra flash revenue of 26 million. 93 million in new profit, or 60 cent a share. 1.75 cents a share this quarter, not counting possible CPU unit upside. This is my final answer!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next