Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (39902)	10/23/1998 12:37:00 AM
From: kash johal	Read Replies (3) of 1574104

Tench, The sweet spot at AMD was going to be 350 and greater for 75% of product - per conf call. That means 75% of CPU's will have price of greater than $110. Ignoring contributions of mobile K6's. Say an average of $120/cpu with 5M CPU's shipped. That says $600M in CPU sales plus $300M in misc sales adds up to a $900M quarter. Profits should be pretty good, as fab utilization will be pretty high. So if you are an AMD shareholder you can sleep tight. If you are an Intel shareholder you should be very disturbed.....very disturbed- just imagine 400Mhz CPU's with 3dnow for around $240. Kash

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