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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (70974)9/4/1999 3:18:00 PM
From: Cirruslvr   of 1577030
 
Kash - RE: "If they can produce 1M K6-3 out of dresden then we should be in good shape for Q4."

With the K6-2 500 and Athlon, there is no room for the K6-3 in OEM desktops.

1M in notebooks and non-OEM sales seems too high.

"Yes, anticipated depreciation costs will be around $50M/qtr.

Hell the antipated growth in flash will take care of that ."

Maybe.

With an additional 50M down the drain from depreciation, 300M from the memory group, 300M from Athlons, 200M from K6-x, and 80M from communications, it will be close, but I don't see it yet.
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