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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.86-4.8%3:47 PM EST

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To: Michael Ohlendorf who wrote (20816)11/28/2000 9:08:02 AM
From: Andrew ShihRead Replies (1) of 275872
 
Assuming the following:

Q3
ASP for Athlons = $180
ASP for Durons = $60
ASP for K6 = $50

Q4
ASP for Athlons = $175
ASP for Durons = $60
ASP for K6 = $45

Q1
ASP for Athlons = $175
ASP for Durons = $60
ASP for K6 = $40

Plugging in the numbers from xbit gives:

Q Sales Rev ASP
Q3 6.9 621 $90
Q4 9 813 $90.3
Q1 9.2 842 $91.6

From Q4 to Q1, 1.5 million K6 are replaced by Durons.
That helps to keep ASPs high.

-Andrew
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