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

To: Elmer Phud who wrote (156192)	4/13/2005 10:25:56 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Gzubeck: Ephud doesn't remember this post less than one month ago: Message 21073586 Slide in question (147) can be found here: epscontest.com The presentation was on 12/08/2004. I guess he thinks that showing a slide on a Analyst Day Presentation doesn't count as talking about it. As usual, Ephud is wrong again. Pete PS a quick take on Q1 CPU shipments, 63% of CPG revenue, $750M, fom AMD64 using $150 ASPs works to 3.15M CPUs. 37% of $750 at K7 ASPs of $50 works to 5.55M CPUs for a total of 8.7M CPUs at an ASP of $86. Hopefully, Q2 unit AMD64s will be higher than Semperons pushing ASPs to over $100. Greater than $870 in Q2 CPG revenue, I could handle that.