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

To: Process Boy who wrote (75452)	10/13/1999 11:55:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573092

PB, Re:"If they are unable to hit the high clock speed grades in the 700-750Mhz arena then its very difficult to see how they average $300 ASPs as well for coppermines.>" My point here was to analyze how many Coppermine chips Intel needs to sell in Q4 and at what ASP. I know AMD will be in $250-275 range even with its speed ranges of up to 800Mhz AThlons. I had used $300 for Intels average. I see Intel being in a great position for kick ass earnings from Q1 2000 onwards due to Coppermines small die size, high performance and low manufacturing costs. As you know quarters where product transitions take place are tough to model. In this case the high margin high performance high ASP parts will start shipping from 10/25 or only 2/3 of the fourth quarter. It seems it will be a tough quarter for Intel to manage and to analyze. There are already some rumblings about coppermine problems with Bx and Via chipsets. In addition I remember reading that there are approx 20M RDRAM chips or enough for only 2M camino/coppermine systems for Q4. As an exercise if you all can ship 5M CPU's at speeds of 700/750 you might average a $500 ASP or close to 2Bn in profits. Seems like a very difficult transition to manage - particularly with all the variables and what everyone has riding on the mix. regards, Kash