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Politics : Formerly About Advanced Micro Devices
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To: ptanner who wrote (109184)5/3/2000 10:41:00 AM
From: kash johal  Read Replies (1) of 1579484
 
ptanner,

re: "server chips:

Server MPU/QTR
1M * $1,000 * 0.8 = $800M, (3% units, 22.6% gross profit)"

I think the average ASPs are much higher maybe as much as 20-30%. Remember most of demand is for large cache chip which have a ridicolous ASP.

Also the 1M/qtr was old data and it may be closer to 1.2M units.

If you redo the numbers with 1.3M units with a 1200 ASP you get radically different numbers.

Ted has commented on Intels high margins vs AMD and it is almost solely due to the lack of compettion in server arena.

regards,

Kash
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