Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (109579)	5/6/2000 2:45:00 PM
From: Dan3	Read Replies (2) of 1575970

Re: 1M Xeons at $800 ASP = $800M 2M Willamette at $750 ASP = $1500M 20M PIII cumines at $200 ASP =$4000M 9M celeronII's at $80 ASP = $720M 10M timna/mb at $80 ASP = $800M Interesting numbers. I think that your ASPs are a little high, but not by much (and that's just a WAG on my part anyway). And Intel will probably ship some Itaniums in this time frame, too. Have you considered that, along with the new production capacity that you are taking into account, have come the additional expenses of operating and amortizing that new capacity? (Is it 3 new FABs by the end of the year?) Costs were $6 Billion in Q4 of 99 (how much of that due to CPUs is not known), now new FABs must be operated and paid for, together with a 30% increase in material and labor costs - since this forecasts growth from around 32 to 42 million units. What will happen to expenses under this scenario? What will profits be? Regards, Dan

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