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Politics : Formerly About Advanced Micro Devices
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To: survivin who wrote (66837)7/28/1999 9:48:00 PM
From: Charles R  Read Replies (1) of 1575622
 
survivin,

<Perhaps the most interesting is the projections for greater than 20 mil K6s in fy99. Given that only 8 million have been sold to date (q1
+2), he is looking for 6 mil+ for each of the next two qtrs. >

That is pretty interesting. I didn't catch this when I glanced through it - I guess I was too focussed on finding K7 info. I will read it more carefully later to see if I missed something else of this magnitude!

Thanks again for flagging such an important piece of data.

<This, combined with his enthusiasm for 1 mil+ Athlons in the 4th qtr and the exploding non-cpu segment, make the doom and gloom scenarios seem out of place. What is your take on this?>

I agree with you on the gloom and doom scenario being out of place. At the same time, AMD has disappointed many a time so a bit of caution on the investors part may be healthy.

There is a lot of stuff that came up today. I will sleep on it and post something about my take tomorrow morning.

Cheers,
Chuck
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