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

To: TechieGuy-alt who wrote (7098)	8/31/2000 10:01:45 AM
From: porn_start878	Respond to of 275872

TechieGuy : As for the Durons, pricewatch makes you right, at least for now 'cause the ASP has been well north of 90$ for the first month of the quarter. But I agree that the volume is likely closer to 65$. OTOH, ASP for TBIRD seems a little to low. The volume seems to be in the 800 - 900 were the retail prices go from 175 to 265. but event with your numbers look at what it gives : Duron------ $90.00------ 1.00------ $65.00 Athlon------ $175.00-------- 2.60------- $455 K6-x------- $45.00------ 3.20------ $144 CPU rev : $664.00 ASP global : $97.65 Pretty close to 100, no? As for AMD being a lottery, I think this time Big investor are expecting a disappointement, given the disappointement in the Q2 EPS. I'm pretty much sure that we will blow this .62 a share away, 1000,000 times more than I'm sure that I'll win the lotery this week-end. I think we can beat estimate only from the CPU revenues.

To: TechieGuy-alt who wrote (7098)	8/31/2000 10:41:54 AM
From: Petz	Respond to of 275872

TG. I have found for several quarters that a reasonable bogie for the price received by AMD for a chip is a 15% discount to the lowest price on Pricewatch, or a 25% discount to the price at thechipmerchant.com If that seems slim, remember that the Pricewatch merchants often charge exorbitant shipping charges of over $5 per CPU, which is obviously not a shipping charge at all. Using the "chipmerchant method" I get an ASP's of $57, $68 and $87 for the 3 chips. Using a 3-4-2 ratio of sales, that comes out to $68.50 --whoa -- pretty close to your $65 estimate. PS - I think we were both pretty close in the Goutama contest last quarter. Petz