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

To: gzubeck who wrote (162565)	6/27/2005 11:32:41 PM
From: dougSF30	Respond to of 275872

9M at $85 would be $765M, a reasonable estimate for Q2 CPG revs. More likely might be 8.5M at $90, or something in between.

To: gzubeck who wrote (162565)	6/27/2005 11:38:03 PM
From: niceguy767	Respond to of 275872

"cause if AMD sold 9 million processors that would mean an ASP of just $85...are they giving away processors to bribe OEMS...inquiring minds would like to know!" Plug the numbers into Doug's hyper equation here: Message 21455017 You'll find, if you think the number of units shipped in Q2 = the no. of units shipped in q1, and that if Athlon 64 desktops (with an ASP 3 to 4 times that of Sempron/XP's) doubled, that any amount of mathematical gobbledegook, can't conjure values that support anywhere near $750M in Q2, unless, of course, Athlon 64 ASP halved in Q2 and server revenues remained flat and/or Sempron got rocked in Q2.