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

To: Charles R who wrote (47909)	7/16/2001 9:01:57 PM
From: kash johal	Read Replies (3) \| Respond to of 275872

Charles, AMD model for Q3; Here are my numbers, welcom comments back: Flash $200M CPU: 4M durons at $40 each $160M 3.5M Athlons at $90 each $315M 0.5M A4 mobiles at $120 each $60M Misc $50M Total = $785M Breakeven at $830M Loss of $45M I can see them shipping as many as 9M units in Q4 and then getting breakeven if laptops do better than i expect. Regards, Kash

To: Charles R who wrote (47909)	7/16/2001 9:54:12 PM
From: combjelly	Respond to of 275872

" I expect the bloodbath to happen on Athlon and P4 ASPs and not Duron ASPs." If that analyst's estimate of OEM prices of $100 for both AMD's and Intel's 1.4GHz processors is accurate, it is already happening. Assuming that prices scale, that makes Intel's 1.7GHz price to OEMs at less than $200. This might explain why 1.8GHz P4s are scarce, if Intel is trying to hold their price, it is not an attractive product at all...