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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (69313)8/20/1999 11:17:00 AM
From: DRBES  Read Replies (3) of 1573924
 
Let us do some very simple arithmetic manipulations. Assume that AMD is shipping hundreds of thousands of ATHLONS, SAY 250,0000, this quarter. Assume and asp of $400.00 given the bin speed mix that they have been publicizing or, at least guiding towards; THIS MAY BE CREDIBLE. Assume, also, that some of their other divisions continue to be more profitable. Golly, they might even break even for the quarter. GOOOLY, what would that do to the common? BUT DO NOT COUNT ON IT!!! A LOT DEPENDS ON THE INFRASTRUCTURE BOTTLENECK AND WHEN THEY ARE ABLE TO "BOOK" THE SALES ON THE VERY LARGE SHIPMENTS TO THE BOXMAKERS THAT ARE UNDER WAY AT THIS MOMENT; AND ON THE SPECIFIC TERMS OF THE PRICE AMD IS PAID WHEN IBM AND COMPAQ ACTUALLY START SHIPPING PRODUCT. WE ARE WAITING FOR "PIPELINE FILLING" AND, FOR A VERY REFRESHING CHANGE, AMD IS NOT THE SOURCE OF THE HANG-UP!!!!!!!!!!!!! I believe that there is a frenetic scramble in Taiwan to get MoBo's to the USA asap.

Of course, I could be wrong as I have been in the past.

Regards,

DARBES
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