Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (69325)	8/20/1999 10:37:00 AM
From: Charles R	Read Replies (2) of 1572941

"and the analysts have much more realistic expectations than the regurgitated AMD numbers that you are assuming as fact" From the publickly available data I can count only about 500Ku for Q4 (IBM line-up, one Compaq System, CyberMax, ROW stuff, and other smaller OEMs). But, I am using the 900K number because that is the only data that is available at this point from AMD (cum 1Mu in Q4) and I am pretty sure we will see a few more OEM announcements in short order to increase Q4 from the currently visible 500Ku. Nevertheless, I am not counting on it, and that's why I am waiting for some more OEM announcements to plunk in more money into this stock. Now, talking about Q3 shipments, I have pretty high level of confidence that they will hit the 300Ku on K7s. As for chipsets, assuming 4 or 5 weeks of lead, AMD shipouts have to be some number north of 600Ku because these things are built to plan (the plan being cross 1Mu mark in Q4). What are your "much more realistic" expectations? And, what is the basis for those "realistic" numbers?

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