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Politics : Formerly About Advanced Micro Devices

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To: Gary Ng who wrote (55666)4/16/1999 8:11:00 PM
From: RDM  Read Replies (1) of 1582879
 
I recorded the conference call and digitized it on my computer (real audio (3 megabytes)):

Sanders said in response to Scott Randalls question:

"All we would like to say is that for the mix that we had in the
entirety we had a $78 asp. Based upon the competive environment we are facing
we think it is prudent to assume that the ASPs for the K6-2 would be no better than that.
If we get a richer mix that will be great but for planning purposes we are assuming that the progress
we making on the speed roadmap will enable us on Q2 to at least maintain that ASP.
Obviously the K6-III is a higher priced part and we see a strong demand for the K6-III"

You will find the ASP for K6-2 <= 450Mhz to be $79 in my spreadsheet.

Speed Grade Unit ASP Revenue
K6-2 450 800,000 $115.00 $92,000,000
K6-2 400 1,000,000 $80.00 $80,000,000
K6-2 380 500,000 $70.00 $35,000,000
K6-2 366 600,000 $70.00 $42,000,000
K6-2 350 800,000 $60.00 $48,000,000
K6-2 below 350 100,000 $50.00 $5,000,000
K6-III 400 200,000 $160.00 $32,000,000
K6-IIII 450 100,000 $300.00 $30,000,000
K6 Mobile 700,000 $120.00 $84,000,000
K6-2-475 100,000 $150.00 $15,000,000
K6-2-500 50,000 $220.00 $11,000,000
K7-500 10000 $400.00 $4,000,000
K7-550 10000 $450.00 $4,500,000

Results 4,970,000 $97.08 $482,500,000
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