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

To: reynoso who wrote (73773)	3/6/2002 7:11:57 PM
From: Petz	Read Replies (1) \| Respond to of 275872

I expect AMD will price the Clawhammer 3400+ at the same price as Intel's top chip, probably a 2800MHz Northwood. Typically, the top Intel chip has an announced price of about $500, but sells to OEM's for up to 20% less. A 2800+ Clawhammer would probably be below $300 on Pricewatch and ~$270 to OEM's. I don't expect AMD to sell more than a few hundred thousand units in Q4, but 300,000 x $300 is $90M. 2 weeks x 1000 wafers per week x 200 GDPW x 75% = 300K, but AMD may go with only 500 WPW and get 25% yields for 50K units :- Petz