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

To: Ali Chen who wrote (27141)	2/1/2001 1:33:02 PM
From: Charles R	Respond to of 275872

Ali, <Could you estimate the loss due to not making FSB at 133MHz on time, when Intel shifted to P-III-EB line? The loss of absolute performance crown must cost something, what do you think? > I am sure it costed something but it is tough to estimate what it is. It is easy to estimate what AMD lost by not getting the laptop side ready ~ 50% of US retail notebook share. At least 1Mu in mobile shipments each quarter from Q3 2000 (assuming AMD kept business at K6 level). In reality this number would have been closer to 2Mu given AMD had a much more competitive MHz offering. At $100 ASP, that is $100-200M per quarter. And, this doesn't even include any forays AMD could have made into the corporate market with such an offering. Chuck