SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pravin Kamdar who wrote (162571)6/27/2005 11:44:30 PM
From: dougSF30Read Replies (2) of 275872
 
Pravin, I think CPG will do fine, just not $850M or whatever NG seems to be preaching lately.

For example (this is for NG):

If desktop A64 ASPs declined from $175 in Q1 to $125 in Q2 while desktop A64 units went from 1.5M to 2.5M, and "all other" ASPs went from $65 to $70, with units going from 7.5M to 6.5M, then we get $750M in Q1, and $767 or so in Q2.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News