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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: kash johal who wrote (21607)12/6/2000 1:40:50 AM
From: Charles RRead Replies (1) of 275872
 
<Its tough to see how they make the quarter.>

One would hope Apple is not representative of consumer PC slowdown. Apples numbers were downright scary.

<With Flash still profitable - it would take sub $70 ASP's for the company to breakeven.>

Not quite. Based on flat performance from Flash, AMD processor ASP's need to go down close to $50 to start losing money! (Almost a $40 drop in ASP erosion from the current levels.)

CPU business by itself is probably breakeven in the $60+ range.
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