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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: StockMan who wrote (38414)	10/6/1998 5:43:00 PM
From: gbh	Read Replies (1) \| Respond to of 1586714

From the income statement it appears they generated $381M in revenue in the CPG while selling 3.8M K6 units. Since CPG includes other stuff besides K6, the ASP for K6 in the quarter must be slightly less than $100. This seems like the magic number for nominal break even. The big question for the future is can they get the K6 (or K7) ASP above $100 for sustained profitability. Its possible, but it won't be easy, as INTC begins to fight harder in this market in the coming months with higher speed Celeron A derivatives, including a non-Slot Celeron (with on chip cache).