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To: kash johal who wrote (34866)	4/4/2001 5:20:58 PM
From: Joe NYC	Respond to of 275872

Kash, Could you post your models for this quarter and the reconciliation for last quarter Last quarter (CPU only) Processor Units ASP Revenue ------------------------------------ Athlon 2.45 $150 $367 Duron 2.45 $ 57 $139 K7 combined 4.90 $103 $507 K6 2.00 $ 30 $ 60 K6+K7 6.90 $ 82 $567 Q1 conservative Processor Units ASP Revenue ------------------------------------ Athlon 3.00 $130 $390 Duron 3.00 $ 50 $150 K7 combined 6.00 $ 90 $540 K6 0.20 $ 30 $ 6 K6+K7 6.20 $ 88 $546 Q1 optimistic Processor Units ASP Revenue ------------------------------------ Athlon 3.60 $150 $540 Duron 3.00 $ 57 $171 K7 combined 6.60 $107 $711 K6 0.40 $ 30 $ 12 K6+K7 7.00 $103 $723 With Flash flat, the conservative EPS would be 0.33, optimistic 0.68. But flash is probably more of a wild card that what I am accounting for. Also, since Compaq started selling low end notebook with K6-2+, my K6 numbers may be too low. Duron is also an unknown, but increase of about 550 thousand to compensate for loss of more than 1.5 million K6 sales seems fairly conservative. From unit sales, Duron represents the highest potential upside. Joe