Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (63033)	6/23/1999 8:09:00 PM
From: Charles R	Read Replies (3) of 1572742

My notes: - Tens of Ku of K7 this Q and hundreds of Ku next Q. Systems in August - 650MHz in Q3 and 700 MHz in Q4 - 100/133MHz SDRAM; No RDRAM for the near future (our performance is good with 100/133) - Intel sold packages ASPs (chipsets, motherboards, Celrons) at lower prices than equivalent K6-2s. This was offered to only second/third tier guys so probably was an invenotory clearance - Did not lose business at Tier 1 vendors; Expect to keep these sockets in Q3 - Q2 PC Biz was week; Tier 1s expect Q3 to be good; Q4 too early tell because of concerns about Y2K - Chose to walk away from business instead of killing ASPs - "Sanity will prevail" going forward because we now have high end parts - Cyrix expected to have little effect in Q3/Q4 - Dresden loan covenants renegotiated so no need for stock offering - US Retail Mobile share in May climbed up to 48.7% !! Desktop roughly flat at 42% - 500MHz K6-2 will be the main thrust in sub 1k systems

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next