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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (65497)7/15/1999 2:24:00 AM
From: Cirruslvr  Read Replies (1) of 1573683
 
A few important things from CC

Here are the things that stuck out when I heard them:

*R&D will be flat in Q3, it was up 7M this Q

*MG&A will be up 5-7% because of Athlon. AMD better make good use of marketing it...

*non-micro business book to bill ratio is above 1 with flash being especially strong such that demand is "accelerating" beyond supply and prices are going up "significantly". Expect 10% growth this Q. (AMD said that about Q2 and it was up 30% in memory.)

*1M Athlons Q4

*K6-X won't get any better than this. Expected ASP of $55. Expect to retain market share, but that is it.

*AMD needs at least 500M per Q in microprocessors to be profitible, which isn't expected until early 2000 (around the corner, AGAIN)

*Dresden is "on schedule"

*700MHz Athlon is from .25 process!

*main potential Athlon limitation will be with motherboards

*AMD shipped 4M, but 3.7M recorded (something along those lines) with less than 10% of K6-Xs shipped being K6-IIIs

---------

What I get from the CC is that AMD has the confidence to make the Athlon, but not the same confidence it will be accepted against the PIII in the marketplace.

The flash thing is good, but it obviously can't negate enough of the losses.

Nothing else new really stuck out.
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