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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (58192)5/14/1999 10:28:00 PM
From: kash johal   of 1582121
 
Mani,

Re $830 breakeven.

It was in the conf call.

My recollection was $830M but somebody else reccollected $850M.

I think they start depreciating Dresden which affects the PL statement.

The good news is they only have to start depreciating Dresden when they start producing wafers.

So its a Good news Bad News scenario.

Q2 will be lousy but Q4 could be great if they can indeed turn K7 volumes.

Best regards,

Kash
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