Intel Corp (INTC)

[wbmw]

Elmer, this is my estimate for AMD's processor units this quarter.

First, here are last quarter's financials and statistics.

Total Revenue:    $600M 
 Core Products:    $594M 
 Foundry Services: $6.4M

PC Processors:    $380M 
 Memory Products:  $175M 
 IC Products:      $39M

Processor Units:  ~6M 
 Processor ASPs:   $63

This quarter, revenue will be $500M. Assumption is that AMD wound down foundry services to zero, memory products grew by 5% and IC products followed regular decline. That puts my estimates at the following:

Foundry Services: $0 
 Core Products:    $500

PC Processors:    $282 
 Memory Products:  $184M 
 IC Products:      $34M

With PC Processor revenue at $282, here are some likely ASP/Unit scenarios.

Processor Units:  ~6.3M 
 Processor ASPs:   $45

Processor Units:  ~5.6M 
 Processor ASPs:   $50

Processor Units:  ~5.1M 
 Processor ASPs:   $55

Processor Units:  ~4.7M 
 Processor ASPs:   $60

The middle two, in my opinion, are more likely than the first or last.

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