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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST

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To: AK2004 who wrote (10514)9/28/2000 11:29:21 AM
From: andreas_wonischRead Replies (3) of 275872
 
Albert, Re: We figure AMD is producing on a quarterly run rate at least one million 1GHz-plus units currently, which is about 15% of output.

Wow, great news. If this is true ASPs could be well above our expectations for this quarter. AMD gets at least $400 for every 1.0 GHz Athlon it sells (judging from Pricewatch data) and without K6-2s the output numbers would be at about 30%. No wonder Intel is losing high end market share ...

Andreas

PS: I wonder if this $100 price target is pre- or post-split. <g>
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