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

To: Tenchusatsu who wrote (56369)4/26/1999 1:17:00 AM
From: Scumbria  Read Replies (2) | Respond to of 1571433
 
Ten,

Doing the math here, AMD needed to sell those extra one million chips at an average of $128 a pop if they wanted to break even last quarter. Now in Q2, AMD doesn't expect their ASP to rise all that much from $78, and they don't expect to make up to 5.5 million CPUs. That sounds like another loss for this quarter right there.

Isn't profit the difference between revenues and costs? You didn't include any consideration of costs in your analysis. By all accounts, yields are up.

Scumbria



To: Tenchusatsu who wrote (56369)4/26/1999 3:44:00 AM
From: Mani1  Read Replies (2) | Respond to of 1571433
 
Tenchusatsu, Re <<AMD doesn't expect their ASP to rise all that much from $78,>>

Where do you get this? AMD DID NOT say this in their CC. They said the ASP for the K62 will not rise much from $78.

Also as far as I remember they also did not say that they do not expect to make 5.5 million CPU's. Please list your source.

AMD is doing bad enough as it is. No reason to make them look even worse.

Mani


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