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Politics : Formerly About Advanced Micro Devices

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To: dougSF30 who wrote (118967)	7/3/2000 4:32:42 PM
From: Charles R	Read Replies (1) of 1578557

Doug, <Why do you think KT133 will have much impact on Q2 earnings?> Because almost every motherboard maker has been waiting for KT133s. <Gateway, for instance, is using the 750 chipset. I suspect others might be doing the same.> I doubt if most OEMs would ramp Spitfires or Thunderbirds on anything but KT133 (luckily for us longs Gateway is a notable exception). It is also plenty clear that Thunderbird and Spitfire systems have been MIA at launch. <And don't the big OEMs pay AMD when the tbirds arrive, not when they sell the systems built with them?> That is correct. However, if OEMs see the motherboard shipments getting delayed, they will work with AMD to push out those shipments. Nevertheless, OEMs are clearly taking a good chunk of Thunderbirds now and a few spitfires for July shipments - that's why there would be fairly significant revenues from Thunderbirds and Spitfires in Q2. <I don't see it having a big impact on Q2.> I don't thinks so but we will know it for sure in about 2 weeks - If AMD ships more than 7Mu for Q2, you would be right. Chuck

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