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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (109018)	5/2/2000 2:12:00 AM
From: Joe NYC	Read Replies (1) of 1578341

Chuck, Nevertheless, I am not sure how you arrive at $50 increase in ASP but I see ASP of $100 +/- $5 for Q2 which would mean an increase in the $10-20 range. And, all of that ASP growth and a few additional dollars from the cost savings fall directly to the bottom line. I meant the $50 increase to be for Q3. A completely simplistic model where Athlon's ASP is $228 and K6 is $53: Message 13516725 Yields following: Assuming a simple replacement of more Athlons for K6s maintaining the same ASP for K6 line and Athlon line, 1.8M Athlons in Q2 and 3.6M Athlons in Q3 would yield ASPs of: Q1: $87 Q2: $102 Q3: $155 It is a little more complicated than that. We don't know if Jerry includes Durons in the Athlon number, or if he counts Durons in the non Athlon category. Duron in the non-Athlon category with K6-2/3+ would mean ASP higher than $53. Durons in Athlon category may mean ASPs dropping slightly in this category. Joe <edit>Also, Q3 may see increase in units sold, which may not change ASP, but it should increase eps</edit>

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