Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (31400)	4/8/1998 2:14:00 AM
From: Paul Engel	Read Replies (4) of 1571834

Petz - Re: "All, whats become of Intelmeister Engel? " I'm here - figuring out how AMD sold 1.5 million K6's for $169 million this past quarter for an ASP of $112.67. Last quarter they got $203 million for the same amount - for an ASP $135. ASP's went DOWN as the speed bins went UP! Now that is a fine way to run the business. AMD lands IBM and Compaq for their new 233 and 266 MHz K6's and ASP's drop 20%. Did anybody ask Sanders how the yields problems could be fixed but K6 unit shipments were flat? Oh yeah - the yield improvemenmts weren't realized until the last week of the quarter! Now at $55 million loss AFTER credits, the P & L actually showed a REAL OPERATING LOSS of $83 Million! Let's see - assuming AMD was breakeven on their other businesses, they managed to LOSE 83,000,000/1,500,000 or $55 Loss per K6 shipped! With an ASP of $112.67, that puts their COST at $168 per K6. Not bad! Such a small die - such low costs - only $168 to make one little bitty K6! We're BACK! We're BACK The Profits are coming! Please wait until Q3 ....maybe! Paul

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