Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (67487)	8/3/1999 6:22:00 PM
From: kapkan4u	Read Replies (1) of 1574854

<I think the problem may be on the sales side. If I were to take a hack, I would say that K6 ASPs are currently in the $40+ range with volumes not being that strong. Although the K6 volumes could improve significantly by the time the quarter is over, I am fully expecting AMD to lose laptop and desktop market shares for the next 2 months.> Chuck, You may be right, but anecdotal data suggests that k6 revenues will be somewhat better than in Q2. The stronger PC demand, pure-profit k6 Q2 inventory, 810 bugs and 440BX/ZX shortages all point to stronger k6 sales. Flash and Athlon sales should put AMD in sub $100M Q3 loss territory. Try JC's revenue calculator. It is hard to come up with a scenario of less than $400M CPU revenue for Q3. Kap

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