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 (75340)	10/13/1999 1:05:00 PM
From: kash johal	Read Replies (2) of 1572689

Chuck, Re: "stuffing for Q3" I agree that Q2 was stuffed but not Q3. Apparently Ashok (who hates AMD but seems to have pretty good Intel sources) estimated sales of 30M CPU's and ASPs down to $185. The miss is pretty clear - they had assumed to hold ASPs at $195 worst case. Frankly if the Flash had not being kicking butt the miss would have been much worse as well as earnings contributions from the acquisitions. Looking forward I suspect that this quarter will be very tough and will depend largely on how much coppermine ASP and volumes offset the continuing price drops. Originally coppermine was expected to be 4M units in Q4 - they will have to ramp much more than this to beat the $0.65 cent plus expectations for Q4. Although with 4 0.18 fabs ramping up maybe they can do close to 10M coppermines. I would not underestimate these guys, but it seems like a tall order. regards, kash

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