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Politics : Formerly About Advanced Micro Devices

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To: grok who wrote (58641)5/18/1999 4:09:00 PM
From: RDM  Read Replies (3) of 1571372
 
<Could you please explain your source? >
This is my estimate based upon
INTEL Q1 Published Revenue =$5,879M
INTEL Q1 Published Overall GM=59%

Estimates:
1. Total CPU Manf cost= $5,879M *(1-.59)=$2,410M
2. Celeron Manuf. cost=$63
3. PIII Manf. Cost=$120
4. Xeon Manf. Cost=$150
5. Revenue Split 20%/60%/20% Celeron/PIII/Xeon (market data est.)
6. Total Intel CPUS shipped Q1 =25,000,000 (market data est.)

Q1 1999 Estimate
Quant ASP Revenue GM(est) Manf. Cost
Celeron 9,770,000 $90 $879,300,000 30% $615,510,000
PII/PIII 13,000,000 $300 $3,900,000,000 60% $1,560,000,000
Xeon 1,100,000 $1,000 $1,100,000,000 85% $165,000,000
$5,879,300,000 $2,340,510,000
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