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

To: Andrew Shih who wrote (20824)	11/28/2000 10:06:46 AM
From: Michael Ohlendorf	Read Replies (5) \| Respond to of 275872

Yes, but your Athlon ASP is way too high. According to my calculations Athlon ASP in Q3 was only around $130 ! This means that they will have to struggle hard to make Q4 estimates. And worse Q1 will most likely be flat. So, no 10% Q to Q growth as promised. Also, the higher tax rate and higher depreciation costs will kill Q to Q growth. But with flat growth it will even reduce Q to Q EPS ! Opinions ? Niceguy and you are partially right though in regard to Durons replacing K6 I have to admit. I did not consider this much because ASP difference between K6 and Durons is only marginal ($45 vs. $60).