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

To: gzubeck who wrote (162576)	6/28/2005 12:13:08 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

You need to realize that HP and Lenovo don't pay the prices you see on pricewatch.

To: gzubeck who wrote (162576)	6/28/2005 12:27:12 AM
From: niceguy767	Respond to of 275872

"Doug, AMD must have one funky product mix in order to come below $800 million gross revenue..." Not to belabour, but that is precisely my point. If Athlon 64 desktop units doubles in Q2 per slide 17, chilly winds had to blow across Semprons, server revenues or Athlon 64 ASP's in Q2 for AMD to come in under $800M. Doug can fit less than $800M into his equation by assuming a 66% increase in Athlon 64 desktops (as opposed to the 100% implied in slide 17) and a 30% decline in Athlon 64 ASP in Q2 (despite only a 10% price decline since jan on pricewatch). Anything is possible I guess. As Pravin might say, always look for the 2x4 surprise.