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Politics : Formerly About Advanced Micro Devices
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To: Bill Jackson who wrote (73990)10/5/1999 10:42:00 AM
From: DRBES  Read Replies (1) of 1573046
 
With the earnings announcement drawing ever nearer I think that it is appropriate that I attempt to illuminate just why I have a singularly overly positive view of just what AMD may announce. They are clicking on all cylinders over most of the quarter for most, if not all but microprocessor, divisions. Those will be profitable, possibly very profitable. Microprocessors (specifically the Athlon), it is rumored, are experiencing extraordinarily high yields and unexpectedly beneficial bin speed distributions. The actual number could actually fall between 400,000 and 500,000 . Given better than expected bin speed distributions, the ASP's may be a very positive surprise. On the very negative side are start up costs (which I believe are expensed) and the writing off of unsalable K6 inventory. Even if I am off, a snapshot of their operations now is that they are profitable or, at the very least, cash flow positive. The banks look at and tend to like this.

Regards,

DARBES
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