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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (109579)	5/7/2000 11:55:00 PM
From: pgerassi	of 1575900

Dear Kash: This is the best Intel can hope for: 1M Xeon III @ 700 ASP = 700M 100K Williamette @ 700 ASP = 70M 50K Itanium @ 1000 ASP = 50M 16.85M Coppermine @ 150 ASP = 2527M 10M Celeron II @ 80 ASP = 800M 10M Timna @ 50 ASP = 500M Totals 38M @ 122.29 ASP = 4647M A far cry from where they are now with a profit of near zero. A better mix from their perspective: 1M Xeons III @ 700 = 700M 100K Williamette @ 700 = 70M 50K Itanium @ 1000 = 50M 28M Coppermine @ 150 = 4200M 6M Celeron II @ 80 = 480M 2.85M Timna @ 50 = 142M Totals: 38M @ 148.47 = 5642M They would make about 1B plus 1B from Cap Gains plus 300M in Flash equals 2.3 B assuming no losses in other areas (not happened in last 3 years). This would be a profit letdown. They can not afford a low ASP processor when they are "Capacity Constrained". A more likely bet would be between the two estimates. Pete

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