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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 215.05

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To: Steve Porter who wrote (1164)	10/9/1997 1:15:00 PM
From: AK2004	of 6843

Steve ok. It is more of a question if Jerry will be able to build a lot of k6s in 98. Just to see what actual effect this particular deal might have on cash position of the company. For each $1/chip uncollected revenue they will loose $250K in actual revenue or approximatly $250K*.7=$175K after adjusting for taxes. Now we should discount it by probably more than 5% but I will use 5% for that period => $175/1.05~$167K. That would be around $.001/share. Now assume that it would be $50 below asp (more likely it would be $20). That would add up to $.05/share over the period of 2 quarters or $.025/share per quarter. I would assume that thet deal would generate more than 2 cents worth of publicity. And of course the actual number would be far less than $.05 becuase of my conservative assumptions on discount rate and difference in asp. I would not make any comments on yields because it is obvious that right now amd got a problem there. Regards -Albert ps my negative reaction was caused by your remark about "Albert and Co" rather than anything else. I know that was a misunderstanding.

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