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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Charles R who wrote (47909)7/16/2001 9:01:57 PM
From: kash johalRead Replies (3) of 275872
 
Charles,

AMD model for Q3;

Here are my numbers, welcom comments back:

Flash $200M

CPU: 4M durons at $40 each $160M
3.5M Athlons at $90 each $315M
0.5M A4 mobiles at $120 each $60M

Misc $50M

Total = $785M

Breakeven at $830M

Loss of $45M

I can see them shipping as many as 9M units in Q4 and then getting breakeven if laptops do better than i expect.

Regards,

Kash
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