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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 204.42

-2.7%

1:02 PM EST

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To: FJB who wrote (890)	10/2/1997 11:16:00 AM
From: Time Traveler	of 6843

Bob, Thank you for pointing out my inconsistency. "MicroDesign Resources estimates the P55C costs $55 to manufacture, while the K6 costs $70" This was old news from 1-2 quarters ago. Since then, we have learnt a lot more pieces of information. For Q3, I estimated a K6's cost at $120+ and P5/MMX at $40-. For Q4, if AMD really can produce 2M good pieces, the cost would be around $70. Again, this is just my estimate (learnt from Patient Engineer), no hype but analysis based on a few pieces of published facts. At such a big cost difference, don't you think 3-4 and 4-5 are close enough? Regarding the extra unexpected loss this quarter, could it be the fact that AMD has contracted out all non-K6 products. At 6,000 wafers/week, you just cannot produce anything else given that Fab 25 still ramping up. John.

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