Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (21607)	12/5/2000 8:16:45 PM
From: Petz	Read Replies (2) of 275872

kash, re:(Dan, I see a major problem...) I can see 3M Athlons in Q4 even in overall soft market - which is a 50% increase QonQ. I just dont see 3M Durons in this quarter. Oems are nowhere to be found except in a few cases. And 2-3M K6's are also expected. Again they have all but disappered even in notebooks. Maybe they are selling em overseas for $30-40 apiece. kash, here's the CPU numbers I see: Athlon 3M @150 Duron 2.6M @55 (if 1.5M were sold last quarter with NO OEM's, just Compaq's sales would add this many) K6x 2.6M @40 Overall 8.2M cpus, 697M revenue, ASP=$85 (vs. 625M Q3) Memory 460M (+9.5%) Chipsets, Networking, Foundry 150M (vs. 162M Q3) Total Revenue: 1.307B This is 33M short of the revenue estimate based on the Nov conference call, but is enough to meat 0.65 eps with some slight cost savings. This would put total CPU's for the year at 28M, which was confirmed as the expected number to be "shipped" in the c't interview yesterday. (englishish): translator.go.com Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next