Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: Joe NYC who wrote (18810)	11/13/2000 11:03:46 AM
From: Chung Lee	Read Replies (3) of 275872

Joe <<I tried to come up with a scenario that would result in $90 ASP, and it is hard to come up with one.>> Especially knowing Q3 Athlon output greater than 80% were at or above 1 GHz, lets say Q4 85% at or above 1 GHz and with a conservative number of 3M total Athlon units, that will bring 2.55M at or above 1 GHz, the 15% lower speed only consists of 4.5M of 3 grades from 850-950 MHz, and they are getting $150-$170 from 900MHz (according to Herb). 3M Duron @$59 and 2M K6-2@$39, getting to below $100 ASP is quite a task.

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