Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

3:59 PM EST

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To: Dan3 who wrote (46618)	7/8/2001 4:29:08 PM
From: kash johal	Read Replies (3) of 275872

Dan, re MP I think you are completely clueless on MP volumes. 1M/qtr is completely unrealistic. I doubt if Intel sells even 2M server chips/qtr. If AMD can capture 10% (which is UNLIKELY) would get to around 200K units/qtr best case. AMD will benefit from laptop sales in Q3 and Q4. Here they may get 1M/Qtr if lucky and $30-50 incresed ASP over desktops). They will suffer even more from FLASH (let me REPEAT - lower sales, lower ASP's, HIGHER LOSSESS). They will suffer even lower ASP's in dektops - their MHZ ramp seems stalled. So even with a $10 drop in ASPs you end up losing $60M/qtr. I think AMD will do WELL to BREAKEVEN in Q3/Q4 unless overall market recovers significantly. regards, Kash

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