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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (81278)	11/28/1999 5:43:00 PM
From: niceguy767	Read Replies (1) of 1572941

Hi Cirruslvr: 99Q4 production might be a good indicator of 99Y2000 objectives. CXT can happen, agreed, but the fact that AMD has not only escaped the past 5 months reasonably unblemished, despite the mobo fiasco, but gone from 500MHz to 750 MHz (tomorrow with GTW(?)) and could break that $1 billion barrier with a bit of help from GTW and the 2 weeks additional output from Austin, indicates to me that a very positive trend has been firmly established both in terms of profitability and production yields. 25 million output for processors in Y2000 looks exceedingly conservative given the AMD turnaround that currently appears to be unfolding.

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