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

To: Petz who wrote (60557)	10/26/2001 4:44:26 PM
From: Paul Engel	Respond to of 275872

Re: "The 723m earnings total occured despite writing off all of the Nexgen goodwill! In other words, the cost of acquiring Nexgen has already been subtracted from AMD's earnings" In which earnings reporting period(s) did AMD make these NEXGEN writeoffs?

To: Petz who wrote (60557)	10/26/2001 6:04:48 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

John there is no need to even split between celerons and pIIIs; quick proxy for distribution of p4 share would be a linear function. A good assumption for starting running rate would be 10% that is in the beginning of the quarter 10% of intel's processors were p4s. In order to achieve 46% average Intel would need to move to 82% of p4s. If intel would double the shipments of p4s by the end of this quarter than we should expect a shipments of 33 mil p4s in q4 alone. Now if intel is right about 50% p4s by the end of the year then the annualized rate of shipments at the end of year would be 354 mil processors. I suspect that the actual function is exponential rather than liner which would make my calcs conservative. :-))