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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (66433)7/22/1999 1:54:00 AM
From: Charles R  Read Replies (1) of 1575607
 
Cirruslvr,

<A 25% gain in AMD's memory group would be equivalent to selling an additional more than 700,000 K6-Xs at an ASP of $55. But I may be getting too optimistic with the 25% number...>

I think flash will grow another 35% this Q assuming there are no capacity problems. But, that is only half the story. I am pretty sure AMD will leverage some of the flash shortage to sell some "bundles" with processors, lan chips, etc. this quarter.

Chuck
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