Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

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3:59 PM EST

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To: kash johal who wrote (30889)	3/8/2001 8:11:07 PM
From: andreas_wonisch	Read Replies (2) of 275872

Kash, Re: Flash pricing and long-term contracts This is from the Q3 CC (from the excellent word for word transcript from JC): jc-news.com Q: Let's say that, if I look at the spot market pricing today, and let's say, in the first half of next year if the price were to be 50% lower than what it is today. How will that impact the pricing for AMD, and secondly, where -- at what point the collar comes in? A: Well, it turns out, that would have minimal impact on AMD. About 80% of our business is now under long-term contracts. Actually, approaching 85%, I've just been advised. So we really have very little impact from changes in spot market pricing. Andreas

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