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To: Pravin Kamdar who wrote (162571)6/27/2005 11:44:30 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Pravin, I think CPG will do fine, just not $850M or whatever NG seems to be preaching lately.

For example (this is for NG):

If desktop A64 ASPs declined from $175 in Q1 to $125 in Q2 while desktop A64 units went from 1.5M to 2.5M, and "all other" ASPs went from $65 to $70, with units going from 7.5M to 6.5M, then we get $750M in Q1, and $767 or so in Q2.



To: Pravin Kamdar who wrote (162571)6/28/2005 12:36:34 AM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"Look for the one that contains the 2x4."

The one that is needed to wake up Mikey D?



To: Pravin Kamdar who wrote (162571)6/28/2005 3:46:53 AM
From: Joe NYCRespond to of 275872
 
Pravin,

Look for the one that contains the 2x4.

LOL.

Joe