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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (65361)	7/14/1999 9:06:00 PM
From: Yougang Xiao	Read Replies (3) of 1573850

CC Note This note in in hornor of Mani, welcome back. ************************************************* Fran Barton, J Sanders, Atiq Raza, Rob Herb, Ben Anixter: Barton: Cash at end of Q2: 650 millions R&D spending: flat in Q3 and 4 AMGA: 5 to 7 millions increase per Qter due to Athlon launch Restructure charge: Be reduced from Q2 level, no firm estimate yet. Share increase: a million share increase per Qtr. Ben Anixter: Commmuncation : 10% increase over Q1 in Q2 Memory group : 30% increase Jerry Sanders: wont fight price war we can not win No unit and sale growth in K6x K7 key for growth Profitability depends on K7 alone 100s of K in Q3 K7 system next month highly confident to make more than 1 million K7 in Q4 (note, No agregation) continue postive relationship with Atiq (read a nice statement to Atiq, same as the release) Q&A: Need more than 5 million MPU to return to profitibility Realistic to assume early 2000 to achieve overall profitibility K7 8% below comparalbe Intel PIII 0.18 K7 in Q4 Coper K6 from Fab 30 (Jerry returned from Dresdon yesterday) Copper K7 appear in first part of 2000. Copper will do 1 ghz K7 2H, 2000 700 Mhz is on 0.25 Expect K6x to maintain market share in Q3, growth maybe in Q4. K6x. will not be Gone in Q4 or Q1 2000. K6x ASP in middle 50s ATiq: AMD has Strongest team in CPU development believe strongly that K7 has tremendous potential for success strong team at AMD to continue K7 efforts. emphasize on leaving on "personal reason" association with AMD will likely continue Jerry Sanders Will review candidates do all he can to keep all team members in place keep options open in terms of Atiq replacement (internal and external candidates) Atiq: Heared Paul Otellili yesterday that Willemet to be out 2001 as Intel's competitive response to K7 Barton: Dresdon will start depreciation no later than first Q of 2000 Rob Herb expect Window NT to ship with K7 before end of year Sanders Ramp of K7 will depend on the expectation of how many market want K7 Chipset is not a limitation for K7 K6x price is on top of Celeron K7 has successfully run over 25 OS several top tier guys with K7 this qter, first will be in August In Q2, less than 10% of 3.7 million sold were K6III shipped more than 4 millions of K6x in Q2, some were not sell through Customers' preference to Mhz limited K6III sales a version of K7 to hit 699 and 899 price point towards the middle of 2000 K6-2 and III to take care 200 and 400 price points systems.

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