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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (51805)3/7/1999 8:41:00 PM
From: Mani1  Read Replies (2) of 1572508
 
Elmer Re <<It is revenue based. However in a atmosphere of declining ASPs increased volumes could still mean a BTB of less than 1.00>>

Thanks for the clarification.

BTB is above one, as per article. Now if the ASPs have indeed declined over the past few weeks, then the unit order is even that much higher. Unit shipment is/will be higher by the factor of {BTB*(1/1-percentage decline in the ASP)}. Now I realize that BTB can be over several quarters (probably not in PC business) and conditions and pricing can change rapidly. But the bottom line is that most likely either AMD's ASP are not really declining or they will ship a whole lot more chips than they did last quarter. Good news indeed.

Mani
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