Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: david alexander who wrote (34090)	7/8/1998 6:31:00 PM
From: Jim McMannis	Read Replies (2) of 1570844

David, I would say that a ballsy buying opportunity is at hand...at least you would think that since AMD will likely sell 5 million K6s in the 3rd quarter. I believe the problem however is no longer the K6 as much as it is the "other" products. I have an approximate breakdown of sales and the revenue from the K6 in the 2nd qtr and was less than "other". "Other" is a bigger drag than I thought. 5 million K6s at an ASP of $100 = 500 M. More than double the revenue from the K6 in the second quarter. (The .35u K6s have for the most part been dumped at a cheap price so they won't drag down the ASP any longer.) With production costs on the K6 having dropped considerably the K6s should yield good profit. At least enough to way reverse the $.45 loss unless the "Other" gets a lot worse. Of course, one can look around to a "real" stock like LU, CSCO, GE, GM, MCD and forget about these crazy tech stocks but that wouldn't be much fun now would it? It's obvious in the heat of the "my chip is better than your chip war" here we have forgotten about the "other"...at least some have. Now that AMD is getting the K6 moving it seems they might have forgotten the rest of the market. Jim

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