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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (61430)6/11/1999 5:57:00 PM
From: Charles R  Read Replies (3) of 1572617
 
Kash,

"Re:" My data/model suggests -10c to +5c for this quarter excluding one time gains (Vantis sale). So, I should say I am not looking forward to a depressing quarter!"

Well that seems way optimistic to me.

My model shows a loss of 45 cents well below analysts projections of 25-30 cent loss.

Perhaps we can compare models"

I was operating on bad data. Current info say AMD may barely make the 5Mu mark this quarter. So, the model issue is moot. I was counting on 6x72. It may be more like 5x72.
It is a bigger than expected loss this Q.

Chuck

P.S.: I am baffled why price watch ASPs are going up (or so I read). Any thoughts?
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