Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (74652)	10/8/1999 6:38:00 PM
From: greg nus	Read Replies (2) of 1572910

Tejek, All AMd has to do to make a buck a share is make, sell and ship the 1,000,000 Athlons @ around $300.00. for $300 million in revenue. That said everything else just has to stay static. Sanders stated Flash is completly sold out for 4th qtr. So with rich density mix and favorable pricing Flsd revenue should come close to $250 Million. CPU division made and sold 4.3 million K6 @ $65 ASP. So with higher bin speed migraton ASP could improve ASP to $75. Figure a slight increase in K-6 ramp to produce 4.5 to 5 million K-6's, for $375 million. Communications will contribute 80 million and the Vantis foundry 20 million. That's close to a billion in revenue, minus the 850 million in operating revenue, leaving $150 million to divy to 149 million share holders. Buck a share. The cash bleed issue disapears and becomes a mute point. Dresden could be a trump card. Should AMD manage to shipp any meaningful. production out of Dresden as Sanders indicated, it would be Copper Athlons @ .18mu, high end richer ASP mix. Should Dresden not come through in 4th qtr. it will start contributing to 1st qrt 2000.

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