SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: zhi peng who wrote (120161)7/11/2000 8:13:27 PM
From: Joe NYC  Read Replies (1) of 1576930
 
zhi peng,

The breakdown (as written) is a total BS IMO.

There is no way 2M Athlon would yield 800M of revenue, unless the 800M includes all the K6 chips. Under that condition, if K6 produced 250M there would be an outside chance that 2M non-Gig could amount to 550 M, but that would mean ASP of non-Gig Athlons > $250, which is unlikely.

The 200M for 200K Athlons is way too much, since there is no way Athlon received $1,000 average over the quarter.

100M for remaining processors is way too low, unless this number is the embedded / chipset category.

Joe
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext