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

To: niceguy767 who wrote (120174)7/12/2000 12:48:38 AM
From: minnow68  Read Replies (1) | Respond to of 1576929
 
Niceguy,

You wrote "If above is accurate"

It simply cannot be. He has "remaining processors" which include K6's at 100 million. There should have been at least 4 million K6's sold with ASP of $50 or higher. With an error this huge in one part of his breakdown, how can we take any of the rest seriously?

AMD hitting 1.5B in Q2'00 IMHO is in the same boat as the speculation of 1.5 Ghz T-birds back in early June. It sure is nice to think about, but the chance of it being real is about one in a million.

Mike



To: niceguy767 who wrote (120174)7/12/2000 1:05:16 AM
From: Dan3  Read Replies (1) | Respond to of 1576929
 
Re: grand total 1.5 BIllION...

This is nonsense - the prices AMD gets for 1GHZ parts after quantitiy discounts, terms, etc. is probably in the neighborhood of $700, at the very most.

ASPs on other Athlons can't be much higher than $200.

Flip side is networking group and embedded processor group both seem to be doing very well and they aren't even mentioned.

Regards,

Dan


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