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Politics : Formerly About Advanced Micro Devices

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To: Crossy who wrote (40746)11/3/1998 10:51:00 PM
From: Cirruslvr  Read Replies (2) of 1573262
 
Crossy- "Letting SGAA, R&D, INTEREST expenses unchanged I arrived at 0.22 per share, so they have some cushion in their prognosis."

AMD announced they would be spending $25-30 mil more this Q on R&D.

$150 ASP sounds kind of high considering last Q was only $100. $125 sounds like a safe, conservative estimate to me. Remember, 300, 333, and 350MHz K6-2 are still selling strong and they are all at, or below $125 each.

Add the increased R&D and conservative ASP to your numbers and see what you get. I like how you posted the scenario with 7 mil processors sold AND an ASP of $150 ;) That will occur 4Q next year perhaps...

What does "SGAA" stand for?
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