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Politics : Formerly About Advanced Micro Devices

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To: fyo who wrote (66777)7/28/1999 1:57:00 AM
From: Mani1  Read Replies (1) of 1574098
 
Re JC's AMD revenue Calculator,

JC has done a great job by building the calculator but his numbers are not correct. Simply look at the total number of CPU for the next Q. He has the number at almost 9 million. It safe to say NO WAY!

Even if all the unsold inventory sold next quarter it will not even be close (to the 9 million). I also bet that the unsold inventory has a bin split much worse than the stated. I assume that ASP of $25 for the unsold inventory would be too optimistic. AMD has already written that off, and I am sure they had good reason to do so.

Mani
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