Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (58159)	5/14/1999 4:32:00 PM
From: Charles R	Read Replies (1) of 1571345

Kash, Breakeven revenue is a function of ASPs and margins. The $830M break-even number quotes assumes a $79 ASP and some %GM (I do not remember the number from the conf call but I think it was 30%+). Given AMDs legal troubles, I would guess that the $830 number is sandbagged. I would wager a small amount that AMD would break-even several 10s of million dollars below the quoted $830M number assuming ASPs stay at or above $79. But, we would not be able to verify the break-even point unless AMD is very close to break-even or, better yet, posts a profit. Regardless, I do not believe most analysts give little attention to losses (profits) or the break-even point - any significant movement of the stock will depend on the status of K7. From what I gather they are ahead of schedule on K7 and the launch is likely before the first week of June. Good Luck (AMD investors need this given AMDs track record), Chuck

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