Thursday, October 10, 2002 9:07:45 AM
Nitt, ok, let's see. We know AMD has a rather large inventory of parts that they can sell while they ramp Hammer so they can afford to move more wafer starts to Hammer than they would otherwise have to. I don't know the exact numbers. Also, clawhammer is tiny, slightly larger than TBred-B so even if AMD startes with 15% of the wafer starts for hammer they should be able to make 1 million Clawhammers for Q1. As far as ASPS I would scale their current Athlon linearly up to 3400+ ( even though higher end part prices are usually higher than a linear scaling would indicate ). So, the 2400+ goes for $199 I'd say that a 3400+ would go for around $299 which is ok by me, that should bring AMD back into the black. Of course this is a best case scenario. AMD can alway make less than 1 million claws for Q1 and they can sell them at $150 which will keep them in the red. I think by Q2 though they'll have their act together and be back in the black.
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