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

To: Charles R who wrote (92579)	2/11/2000 3:31:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 1573690

>>Now we have Jerry saying that K6 is stronger than expected. Assume K6 remains flat. The upside on each 100ku of Athlons is ~$25M. You certainly take better notes than I do, and your reasoning is generally sound. The caveat I would offer is that ASP degradation happens awfully fast. It's very hard to know how bad the ASP degradation will be. Mr. Sanders doesn't have a firm handle on how fast that degradation will be (no fault of his -- no one does), so he's basing his comments on his known upside in Flash. Yet he comments on strength in microprocessors. K6 shipped a lot of units in Q4. I'd be amazed if the unit shipments remained flat, and even more amazed if the aggregate ASP remained flat, given that the progression to higher speeds seems to have slowed. And I'd also be amazed if the aggregate Athlon ASP remains anywhere near flat on ramping units. My intent was humble: just to comment that microprocessors get an undeserved amount of attention. Flash is doing very well; keep in mind that AMD hasn't really added capacity, so the costs have remained about constant while the selling prices have soared. That all flows straight to the bottom line.