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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (84766)1/3/2000 12:20:00 PM
From: Dan3  Read Replies (2) of 1572058
 
Re: I believe SB said AMD could produce 12.5 million. They still have to find buyers...

Hi Elmer,

SSB is being very careful - after all, this is AMD we're talking about.
They even estimated flash at 230 after being flat out told it was going to be 250.

Here's a possible scenario for AMD in Y2K:

Millions of units:

T Q1 Q2 Q3 Q4
K7 2 4 6 8
K6 5 4 2 0

K7 ASP $150
K6 ASP $60

Costs:

.9B 1.0B 1.1B 1.2B

Flash Sales $1.5B
Com and Misc $0.5B

Earnings: $1.4B
EPS for Y2K: $9.30
Stock price: $280

Regards,

Dan
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