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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (78986)11/8/1999 1:21:00 PM
From: Goutam  Read Replies (6) of 1573047
 
Mani, re: < As it was said in the last CC, due to the Athlon launch and its advertising expense, the break even point will be very high. IMO, AMD needs to sell 1.3 million Athlon at ASP of near $300 to be profitable. I hope it happens >

IMHO, AMD will be profitable even with 1.1M Athlons. There is a good supply of Athlon 700s - I'm making this statement based on Computer Currents data that I've been collecting. I just updated this data (I received the new issue of computer currents yesterday) and I'll post it this evening. I'm with Chuck in expecting higher revenues from K6-X. There are other increased revenue sources as well (flash, Fab service to Cirrus and even the Communication group may do better this time) that may improve AMD's bottom line.

To All: This time I'll take care of AMD earnings guestimate contest.

Regards,
Goutama
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