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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.78-6.1%3:59 PM EST
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To: Elmer Phud who wrote (138170)10/29/2004 6:47:24 PM
From: PetzRead Replies (1) of 275872
 
Intel had $2,373M operating income and microprocessor sales were $5,928M last quarter. So if their ASP dropped by 40%, they would be losing money. (100*2373/5928=40) That's an ASP of about $90, maybe $95.

I don't think an average ASP of $90 at Intel would eat into AMD's market share by much. Intel-based products would still be slightly more expensive than AMD-based products, so there would be little incentive to switch. And AMD would still own the high end where Intel can't produce anything.

Petz
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