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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (108187)4/28/2000 2:57:00 AM
From: Goutam  Read Replies (2) of 1575797
 
Jozef,

< Another thing that Jerry revealed during the meeting was that K6 line combined ASP was $53 during the last quarter. What does it make Athlon ASP? >

Athlon ASP ~$238. This is how I got this number -


CPU Unit Sales - 6.5M, Athlons - 1.2M

K6Xs = 6.5M - 1.2M = 5.3M

K6xs Revenue = 5.3M * $53 ~$281M

CPU revenue = $567M (this was derived from the best estimate
of Q4'99 CPU revenue $497M + 14% increase in Q1'00

Athlons Revenue = $567M - $281M = $286M

Athlons ASP = $286M/1.2M ~$238.


If the above numbers are right, Athlons revenue slightly exceeded K6x revenue in Q1'00

Goutama

PS: cirruslvr and Mani also posted some numbers on Athlon and K6 ASPs - I'll compare the above numbers with their numbers tomorrow, just to see how close we all are.
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