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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (82228)	12/7/1999 2:53:00 PM
From: xun	Read Replies (2) of 1577147

Chuck and Jim: "I have a mild concern ... could mean lower ASPs" My take is that GTW came to the Athlon party late. I see two possible scenarios: (1) Athlon on allocation due to unexpected demand :) GTW has to take whatever AMD offers. It means stable ASP. (2) AMD has extra production capacity to satisfy GTW. Whatever AMD ships to GTW, it means more revenue and profits and high utilization of capacity. ASP becomes a secondary issue in this context. My only concern is that whatever GTW gets is AMD's revenue in THIS Q. They MUST be concrete sales. AMD needs as much revenue as possible in this Q. It's not time for AMD to "manage" revenue yet. panic_mob

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