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To: Pravin Kamdar who wrote (165108)7/13/2005 6:32:01 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Pravin,

If revenues and operating expenses are both going to be up 8% in Q3, and margins in CPG are now 59% and expected to be in the 55-60% range, where do increased earnings come from?

Increased units, increased ASPs.

Joe



To: Pravin Kamdar who wrote (165108)7/13/2005 6:47:11 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Pravin, well first of all, 8% more op exp = $17M, while 8% more CPG revs would be $61M. :)

Second of all, AMD is calling for GREATER than seasonal CPG sales growth. (which they did pretty much define as > 8% in the Q&A.)


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