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.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 240.58-2.5%Nov 17 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Chung Lee who wrote (18812)11/13/2000 11:29:04 AM
From: Andrew ShihRead 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.>>

What were the estimates for Athlon vs Duron?

Here's my guess:
75% Athlon SOLD at 1Ghz or greater.
25% Athlon SOLD at < 1 Ghz
2.5 Million Athlon @ $185
3.5 Million Duron @ 55
2.0 Million K6 @ 35

This results in $90.625 ASP.

If Athlon production goes up to 3 million, ASP = 96.18
If Duron sells at $60, ASP = 92.81.
etc.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext