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Politics : Formerly About Advanced Micro Devices

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To: Crossy who wrote (40754)	11/4/1998 12:57:00 AM
From: Brian Hutcheson	Read Replies (1) of 1572965

Hi Crossy , here are my thoughts on ASP and K6-2 volume I believe that $150 ASP is unrealistic since over 50% of K6-2 are 350mhz according to AMD , plus there will quite a few at 300mhz . However I believe that an ASP (blended) of as high as $120 is possible if AMD can churn out good volume of K6-300 notebook CPUs and of course a reasonable number of K6-400 desktop . As far as volume is concerned they do not want to overproduce and thus pressure the ASPs . During Q3 AMD went from 1M on .25 to 3.8M a gain of 280% in volume. to continue ramping at that rate would be over production (14.4M). However the newsrelease today on K6 embedded , stated that they were produced on .25 at Fab 25 also so perhaps AMD could utilise more production if they allocate a chunk to the embedded K6s But what AMD really wants to do now is to concentrate on a richer mix as they stated at the CC . So perhaps they could produce 5.5M at an ASP of $120 for PCs and a few million embedded K6s for extra revenue, Brian

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