Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Joe NYC who wrote (90723)	11/13/2002 1:01:41 AM
From: Joe NYC	Read Replies (2) of 275872

I am wondering what is going to happen to the high end desktop pricing between now and the end of Q4. What I am noticing is that the prices of the 2400 and higher processors are fairly high, starting at $180. Is it possible that AMD will receive ASPs of $150 for all these processors at or above 2400? Hector promised 2 million of them, which alone would produce revenue of $300M, with the other 4M+ units of below 2400 at $50 or $200M, the CPU revenue could reach $500M, matching the entire Q3 revenue. Adding $200M flash and $50M "other" would result in revenue of $750M. This would not be a bad pre-Hammer quarterly result. Joe

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