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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (61718)	6/14/1999 10:41:00 AM
From: Charles R	Read Replies (2) of 1576614

Kap, "<Chuck - re: Assuming an ASP of $450 between the blended K7 speed grades we are talking about a profit of close to $300 a chip. AMD will have to sell 5 high-MHz K6s to make that much profit.> Its more like $330 a chip. According to Ashok Kumar it costs AMD $115-$120 to build a K7." Couple of things: 1. I have included the chipset numbers in my estimates. Chipsets will increase the overall bundled-K7 ASP for AMD and decrease the margin %. 2. If you take the above in to consideration, one could say that I am being conservative. Today's WSJ article from Dean Takahashi shows Michael Slater forecasting K7 ASPs to be between $400 and $700 and you know Slater knows this industry as well as the next guy. Chuck

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