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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

+1.6%

Jan 22 3:59 PM EST

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To: Chung Lee who wrote (7086)	8/31/2000 2:35:26 AM
From: porn_start878	Read Replies (1) of 275872

ASP for Q3 may be quite surprising As we move to as much as 3.6 millions vs 3.2 in the k6/k7 mix, global ASP rise really fast. Here are some simulation I did : ------------ASP-------Ship-----million$ Duron-----$90.00----- 0.80----- $72.00 Athlon------ $165.00----- 2.80----- $462 K6-x----- $50.00----- 3.20----- $160 CPU revenue : $694.00 ASP global : $102.06 OR ------------ASP-------Ship-----million$ Duron----- $90.00----- 1.00----- $90.00 Athlon---- $175.00----- 2.60----- $455 K6-x----- $50.00----- 3.20----- $160 CPU rev : $705.00 ASP global : $103.68 That would imply an ASP of $128 for 7M units, AMD's stated goal is to reach ASP of $100 in Q4, not Q3, either you are expecting total units to be 9M+, or ASP for Tbirds to be north of $250, what is your estimate for units/asp per K6, K7 and Durons?

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