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

To: Maverick who wrote (120411)	7/17/2000 3:07:30 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1582737

Maverick, 1. We forecast that the microprocessor division, which will comprise 54% of total revenues or $619 million, 2. continued strong performance of the K6-2 products 3. We expect AMD to top our 1.8 million units K7 estimate for the quarter How do you reconcile these 3 statements? The only way to reconcile these is if the ASP of Athlon tanked to $170 from about $238 in Q1, and the number of Athlon shipped is 1,800,001. Otherwise, the guy (Osha?) can't add. Here is what you would need to get the $619 million number: 1.8 mil Athlons at $170 = $306 mil 4.5 mil K6-2/3+ at $53 = $238 mil Embedded = $ 75 mil ---------------------------------- Total = $619 mil The more realistic scenario (still very conservative) 1.85 mil Athlons at $235 = 434 4.50 mil K6-2/3+ at $53 = $238 mil Embedded = $ 75 mil ----------------------------------- Total = $748 mil The difference is $130 million or $0.74 per share. Joe