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To: dougSF30 who wrote (162573)	6/28/2005 12:03:18 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"If desktop A64 ASPs declined from $175 in Q1 to $125 in Q2 while desktop A64 units went from 1.5M to 2.5M," Note: Add 500k units if Y = 2X, which at $125 ASP is an additional $62.5M in revenues. (Not exactly immaterial, but then when did that ever matter for Doug) "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." The basic premise is and has been that if Athlon 64 units double in Q2 as per slide 17, then there is no way that AMD's Q2 CPG revenues come in at $750M or less. (Oh, they might if you lop off 500k Athlon 64 units in effort to force fit values. The point I'm making is that if you don't lop off 500k Athlon 64 units and drop Athlon 64 ASP by a whopping $50, you come in much higher than existing maximum $750M guidance. (If there is any substance to Mosseman's 50% loss reduction in flash, then Q2 is looking way beyond my eps contest estimates. So much so, that a revised upward guidance would seem imperative.)

To: dougSF30 who wrote (162573)	6/28/2005 2:45:22 AM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Doug: Come on! ASPs do not drop 28% without it showing up on Pricewatch and other such sites. During Q2 those prices have not changed much. In addition pricing waterfalls have not occurred. Higher bins just got higher prices and later nodes Rev E are getting a premium over older Rev C and D CPUs. If anything A64 ASPs may have slightly risen over the last month or so. Its like your comment that few San Diegos can become Turions. Doesn't fit the external facts, but you believe it anyway. Pete