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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (34101)	7/9/1998 2:26:00 PM
From: Petz	Read Replies (1) of 1571275

kash, re:<Q3 ASP and K6 volume> if AMD builds 5M K6's next quarter... but only sell 3M of them AMD would not build that many unless at least 2 new Tier 1's were added, and in that case the market could soak them up. For those who didn't hear CC, the goal is 3.2 to 3.7M K6's with an ASP of at least $100. From the various percentages and info given in the CC, here's what the product breakdown was 0.35æ K6 - 1.50M units @ $63 0.25æ K6 - 0.62M units @ $102 0.25æ K62- 0.55M units @ $119 (CPG revenues were 224M before returns of $4M K5) (Above table based on statement that 0.25µ ASP was significantly above $100.) Clearly the transition to 0.25 occurred too late and noone wanted the K6-233 and K6-200 anymore (imagine what the ASP of a Cyrix PR200 must be!). There is no such product transition issue in Q3. Both AMD and Intel will be coming out with higher speeds, but an ASP of $100 seems achievable, if not in the bag. Intel will not sell a significant number of CPU's (comparable to 3.5M) at $125 or less. 3.5M units @ $100 = $350M, a jump of $130M. If other units hold their own, this is enough to show a small profit in Q3. Petz

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