Re: 136,500*4.3 (weeks/mo)= 586,950 good chips/mo.
Jim,
Let's say 1.5 million chips from Dresden in Q3. Just a guess as what the ramp would look like:
July 400,000
August 500,000
September 600,000 (using your number here)
I think these numbers are pretty realistic. To do 3.6 million Athlons in Q3, this has to be close to the Dresden output.
The financials: biz.yahoo.com
$319 for 750 Mhz
$990 for 1 Ghz
1,500,000 x $319 = $487,500,000
1,500,000 x $990 = $1,485,000,000
For Q3, Dresden revenue will be somewhere between these 2 numbers.
Anyone want to put up some WAG's of what this means to AMD's top and bottom lines? Any guesses what the blended ASP would be from Dresden? When selling to OEM's, do they get these prices?
chic |
