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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (105546)4/15/2000 12:55:00 AM
From: Joe NYC  Read Replies (1) of 1575764
 
Goutama,

Here s some ASP info from the conference call (thanks to JC):
jc-news.com

* Over 5M K6 units sold at "essentially" the same ASP as 99Q4.
* Blended CPU ASPs increased nearly 10% over Q4 levels -- record PC processor revenues at significantly improved margins
* Looking ahead: Demand for K6 family processors remains surprisingly strong. Trying to increase output beyond currently planned 4M level. Expect K6 ASPs to be nominally flat.
* Unit shipments should remain at or near record levels at a higher blended ASP in excess of $90 and produce growth in PC Processor revenues
A: We're sold out for K6s in the current quarter. Increasing clock speeds for mobile market (hence flat ASPs for K6). >>> I don't know if current meant Q1 or Q2

I guess to put the puzzle pieces together, it would help to know Q4 blended ASP, K6 ASP and Athlon ASP. Did AMD release this information last quarter?

Joe
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