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


To: niceguy767 who wrote (95018)2/24/2000 6:00:00 PM
From: Mani1  Respond to of 1575598
 
niceguy Re <<...along with the AMD addition of GTW and GTW in Q1...>>

Yes the GTW addition if very important. I don't think the ASP is much over $200 for the GTW's purchases, but I think GTW alone could add 400K over last Q. That is HUGE!

Mani



To: niceguy767 who wrote (95018)2/24/2000 9:23:00 PM
From: Joe NYC  Read Replies (2) | Respond to of 1575598
 
niceguy

AMD revenues exceeding $1 billion, 2 million "spry Athys", and an eps of $1.00 sound even more plausible for Q1 given Niles Intel upgrade, particularly when AMD production ease relative to the Intel top-end production problems is factored in along with the AMD addition of GTW and GTW in Q1

Sorry if this was asked and answered million times, but what was the ASP of Athlons in Q4 99? How much would additional each 100K Athlons add to the bottom line?

What I am trying to find out, under what scenario could AMD make $1.00 per share, and how realistic this scenario is.

Joe