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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (61714)	6/14/1999 2:38:00 AM
From: tejek	Respond to of 1584636

I think you are right......if they don't preannounce before the close of business Monday, that is. I think that sander's board did not give him too many choices in this matter. Lets hope we are right.

To: Charles R who wrote (61714)	6/14/1999 3:42:00 AM
From: kapkan4u	Read Replies (3) \| Respond to of 1584636

<Chuck - re: Assuming an ASP of $450 between the blended K7 speed grades we are talking about a profit of close to $300 a chip. AMD will have to sell 5 high-MHz K6s to make that much profit.> Its more like $330 a chip. According to Ashok Kumar it costs AMD $115-$120 to build a K7. <I estimate that AMD is producing approximately 300Ku of raw K7 die this quarter. A good chunk of the units will obviously be lost due to low early yields and AMD may not be able to package and test these many units in short order because of capacity and ramp issues but I will go out on the limb and say that AMD will ship a lot more K7s than any analyst is forecasting this Q and next Q. And AMD will post numbers much better than consensus. > With yields of 30% they will get 100Ku K7 parts for $450M in revenue: a blowout quarter. But I think yields of 20% and ASP of $350 is more likely for $260M in revenue for a break-even quarter. Kap.