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

To: Petz who wrote (21616)	12/5/2000 8:53:35 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Petz, I just dont know about the low end. As you know Intel had several million units in excess inventory at end of last quarter. There was also a recent posting of Intel doing a dutch auction to sell off excess parts. If you couple low MB prices of celeries with low CPU prices you have a tough combo for AMD to beat. It seems to me that K6's and durons will be tough to ship over 5M units.

To: Petz who wrote (21616)	12/6/2000 12:12:01 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Petz, Athlon 3M @150 Duron 2.6M @55 K6x 2.6M @40 Overall 8.2M cpus, 697M revenue, ASP=$85 (vs. 625M Q3) That would mean 5.6M K7 CPUs, well down from the 7.2M target. Don't you thing that AMD would have lowered the prices earlier in the quarter if they were facing these prospects? Also, your K6 number may be too high in unit sales and in ASP. I don' recall how exactly I came up with the numbers in my estimate for Q4, but I have K6 with 1.8M units with ASP in very low 30s. Joe