Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (46015)	1/14/1999 3:19:00 PM
From: Jim McMannis	Read Replies (3) of 1581930

Petz... I can't remember exactly, only roughly. He said they had wanted the 350MHz to be the sweet spot, 50% under and 50% over but it came in at 30 something % above 350 MHz...something like 34% or 36% but I can't remember the exact no. So you are close. Jerry specifically said 400k 400 MHz chips were shipped...but they had to go through a lot of wafer real estate to do it. He also said gross margins were 38% in q4 and expected low 40s in qtr 1 due to the mask fix which would move ASPs into the low 90s. he mentioned that as much as he'd said about needing $100 ASPs that this was not realistic due to Celeron pricing pressure. I've also heard that they shoved some 400MHz chips over into Q1 that could have been reported in Q4...which seems like a lame thing to do to me. Jim

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