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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: greg nus who wrote (3160)	12/25/1997 12:54:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 6843

Hi Greg , re. Intel took a pounding... My chart on Intel according to the inbuilt software rates Intel as bearish short and long term . This is the first time in 3 years that it has given this indication . One reason is AMD , the key for AMD is volume , if they reach 1.6M k6s in this quarter and can maintain that percentage of increase into q1 + q2 '98 . These are the kind of numbers they can obtain :- Q1 = 2.7M , Q2 = 4.5M Now depending on the number of 266s their blended ASPs would fall in this range (using the new prices $86 $139 $314) 40% 200mhz .. 50% 233mhz.. 10% 266mhz ASP = $135 25% 200mhz .. 60% 233mhz.. 15% 266mhz ASP = $152 Total revenue for K6s assuming that the newer products are able to just maintain those ASPs . Q1 = $364M - $410M Q2 = $607M - $684M If however the K6-3D and higher speed (more 266s and some 300s) produce higher ASPs these numbers could be easily surpassed . Add approx $400M for the rest of AMD's quarterly business and you can see why Petz and myself are so bullish on AMD at these prices all the best , Brian