Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chung Lee who wrote (7086)	8/31/2000 2:35:26 AM
From: porn_start878	Read Replies (1) \| Respond to of 275872

ASP for Q3 may be quite surprising As we move to as much as 3.6 millions vs 3.2 in the k6/k7 mix, global ASP rise really fast. Here are some simulation I did : ------------ASP-------Ship-----million$ Duron-----$90.00----- 0.80----- $72.00 Athlon------ $165.00----- 2.80----- $462 K6-x----- $50.00----- 3.20----- $160 CPU revenue : $694.00 ASP global : $102.06 OR ------------ASP-------Ship-----million$ Duron----- $90.00----- 1.00----- $90.00 Athlon---- $175.00----- 2.60----- $455 K6-x----- $50.00----- 3.20----- $160 CPU rev : $705.00 ASP global : $103.68 That would imply an ASP of $128 for 7M units, AMD's stated goal is to reach ASP of $100 in Q4, not Q3, either you are expecting total units to be 9M+, or ASP for Tbirds to be north of $250, what is your estimate for units/asp per K6, K7 and Durons?

To: Chung Lee who wrote (7086)	8/31/2000 10:02:17 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

Chung Lee: Wouldn't surprise me if AMD ships 1.25 million 900 MHz and above, 1.25 million 800 Mhz and above, 1 million combined other Athys comprising K7's and Durons, and 3.4 million non-Athys...Plug in the ASP's according to the mix and one can get some pretty interesting totals...Realistic??? Who knows, but one can tack on an additional $100 to $125 million for embedded processors to arrive at the total CPG Q3 revenues...The way I see it, AMD could come in at $1.50 in Q3 including the $0.57 capital gain...