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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (4370)	8/10/2000 10:03:54 PM
From: Joe NYC	Respond to of 275872

Andreas, AMD 760 will be in low volumes, perhaps some 100,000 units, by year's end and can (hopefully) match with Mustang P4s performance. This would be crazy. After so much suffering AMD will have a chipset competitive in every respect. This chipset will be around for at least a year or more. It would be crazy for AMD not to make the same number of 760 chipsets as the number of Microprocessors. In the worst case, the chipsets will end up in inventory. But in the very remote scenario (99% probability) that Via, Ali and Sis will have more "issues", there will be a safety net and the mircoprocessor sales will not suffer because of lack of chipsters. After all, the prices of chipsets seem to be going up. AMD can charge $40 to $50 per chipset - more than the price of K6-2. Let's say AMD sells 5 million chipset at $40 with profit margin of $15. This comes to $75 million per quarter, or almost 50 cents per share. Joe