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

To: combjelly who wrote (76403)	4/3/2002 5:53:43 PM
From: Joe NYC	Respond to of 275872

combjelly, So this basically means that the cost of manufacturing Palomino core products instead of Morgan at Austin would be (doing very quick calculation) roughly extra 9000 wafers (for the entire quarter production), and if the cost of other supplies (in addition to cost of unprocessed wafer) is $100, the cost of producing Palominos rather than Morgans in Austin would have been $1,000,000. The equipment is already sitting there, not doing much, employees are playing frisbee in the fab. Low speed Palominos vs. Durons would have raised their ASPs by at least $10 to $15, with about 3,000,000 Durons sold in Q4 (and probably the same in Q1, AMD could have made extra 30 to 45 million per quarter, not to mention that more of the Palominos would have been sold than Durons. Joe