Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 218.48

-0.6%

12:19 PM EST

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To: Mani1 who started this subject	7/19/2000 7:28:49 PM
From: dougSF30	Read Replies (3) of 275872

Thread, a calculation-- comments please: Given ASP in low 90s, I assume $92. Given 6.3M processors shipped in Q2 as "close enough", that gives 6.3 * 92 = 579.6M from processors. This is less than computation products group revs of 667M. Question: what else is in there? If I assume $55 ASP for K6-2 (too high? too low?), it takes an Athlon/Duron ASP of $187.5 to achieve 579.6 given the 1.8+ to 4.4+ ratio. If we just keep the ASPs the same (Duron mix might increase and drag it down?), the new ratio of 3.4 K6-2 : 3.6 Ath/Dur gives: 3.4 * 55 + 3.6 * 187.5 = about 860M, for an increase of 860 - 580 = 280M in computation products group. This would result in 280 / 172M shares = $1.62 extra per pre-split, untaxed share, or $1.30 EXTRA after 20% tax (!!) Questions: - They taxed Q2 at the YEAR rate of 20%, so that is constant, right? - How much will Durons increase in Q3 mix compared to Q2-- this will pull down the 187 ASP in that blend... - K6-2 ASP... is $55 accurate Q2 estimate? Comments desired. Doug

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