Recap of AMD updates:
A...SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 6, 2001--AMD said today that it currently expects higher sales in the current quarter ending December 30, 2001 than previously indicated. Demand for the AMD Athlon(TM) XP processor, which was introduced on October 9, and is the world's highest-performance PC processor, has been robust. As a result, PC processor revenues, in the aggregate, are expected to exceed the previous record set in the first quarter of the year on record units. The stronger than expected PC processor sales, even in the face of flash memory sales now expected to be no better than flat, are expected to drive overall fourth quarter sequential revenue growth into the 10 percent or better range when compared to third quarter sales of $765,870,000.
B...(thanks to andreas):Record revenue (Q1) was $661. we expect to exceed that.
Record units (Q3) was 7.8 million. We expect to exceed that.
Flash - No better than flat with the previous quarter - $210 million. we'll offer no more detail than that."
Comment: As Petz has indicated, there is some ambiguity in attempting to reconcile the two statements...
On the basis of A, $765m + $76m = $850m (approx.)...
On the basis of B, $675m + $200m = $875m
Reconciles only if q4 flash = $175m, down $35m from q3...
But, if q4/q3 revs are up $75m and flash is flat (or lower), then, one can assume that the $75m (minimum) revenue increase derives mainly from non-flash (i.e primarily PC processor)revenues or that non-flash revenues are up close to 20%...(and that is ASTOUNDING, all the more so in the face of the INTC P4 marketing blitz)...
Optimistic q4 scenario:
flash = $210m
non-flash = $$661m plus $29m = $690m
Total q4 revenues = $900m
Isn't $860m breakeven??? |
