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

To: jcholewa who wrote (63774)	11/15/2001 3:30:03 PM
From: andreas_wonisch	Respond to of 275872

JC, Re: Well, he did* guide microprocessor revenues higher. He happened to also guide flash revenues lower, and it allegedly balances out.* That's true. But let's assume AMD ships 8.0 million CPUs in Q4 (reasonable guess since Jerry also said that he expected to sell more than 8 millions). Let's also assume that overall ASPs are up $10. That means revenues from processors would be around $100 million higher (7.7 million * $10 + 0.3 million * $70). The high range of the guidance for overall revenue increase was 10%, that would put us at $75 million plus. So flash has to be down $25 million. AMD's flash division must really doing poorly for that to be the case. But since I never saw Jerry downplaying or sandbagging, that's probably in fact the case. Andreas