Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (88540)	1/20/2000 6:35:00 PM
From: Cirruslvr	of 1577188

Mani - RE: "I do not really get the flat to down guidance for next quarter. Flash and communication up sequentially, unit slightly down and ASP higher. AMD probably is trying to set itself up for another blowout quarter in q1." I think they are just being conservative. After reading JC's transcript (http://www.jc-news.com/pc/parse.cgi?AMD/1999Q4_Conference_Call/01 ) I noticed some costs will be higher. I think Q1 depends on how many fewer K6-x they will make, how many more Athlons they will make, and Athlon ASPs.

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