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Politics : Formerly About Advanced Micro Devices

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To: Aaron Cooperband who wrote (92803)	2/12/2000 9:08:00 PM
From: Petz	of 1577143

Aaron, re:<<Re: "FAB 25 could produce 10 million K6-2's and still produce more than 8 million Athlon die">> Aaron: <I assume by AMD's inventories that they weren't supply-constrained as of year end. For that reason, I must assume that they've either found additional buyers for unsold inventory. One has greater implication for increased earnings than the other.> I don't think Sander's statement implies that K6 sales will be up sequentially in absolute terms, just that they will not be down as much as anticipated. Between Q4'98 and Q1'99 K6-2 sales plummeted by over 25%. The same thing is NOT going to happen this year. I would suspect that wafer starts for the K6-2 were in fact reduced a few months ago to expand Athlon production. So, combined with higher-than-anticipated demand, AMD might be supply limited on the K6-2, which means that prices will remain stable and fewer parts will be downbinned. Petz

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