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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (74691)10/9/1999 3:04:00 AM
From: Mani1  Read Replies (2) of 1573937
 
Greg Re <<With production due to come out of Dresden this quarter >>

Not true. There is no production due out of Dresden till Q2 2000. Refer to the CC for details.

Re < "If ASP goes to $400...">

Will not happen, ASP's are expected to go "slightly lower". Again, check out the CC.

Re <"AMD will have to continue to get a $75 ASP out of K-6">

K6's ASP are much lower. Guess where you can get the detail? :)

Greg, as you know I am bulish/long on AMD, but that is no reason to ignore plain facts which are out in the open.

Mani
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