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Politics : Formerly About Advanced Micro Devices
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To: Shane Geary who wrote (62083)6/17/1999 3:07:00 PM
From: RDM  Read Replies (1) of 1573982
 
<So, worst case Q2 production is 21k (ie 3*200*140*.25), best case production is 105k. Mid-point is 65k.)

Yougang: Shane's estimates seem reasonable to me. The key assumptions IMHO are allocation of the 5000 wafers/week (5%,10%,?) and yield. Similiar assumptions lead to 300K-1M in Q3. Hopefully .18 micron will kick in to help Q4 volume. I believe AMD
has suggested 1M K7 for 1999 was a reasonable guess.
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