Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Petz who wrote (21616)	12/6/2000 12:12:01 AM
From: Joe NYC	Read Replies (1) of 275872

Petz, Athlon 3M @150 Duron 2.6M @55 K6x 2.6M @40 Overall 8.2M cpus, 697M revenue, ASP=$85 (vs. 625M Q3) That would mean 5.6M K7 CPUs, well down from the 7.2M target. Don't you thing that AMD would have lowered the prices earlier in the quarter if they were facing these prospects? Also, your K6 number may be too high in unit sales and in ASP. I don' recall how exactly I came up with the numbers in my estimate for Q4, but I have K6 with 1.8M units with ASP in very low 30s. Joe

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