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Politics : Formerly About Advanced Micro Devices
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To: niceguy767 who wrote (84774)1/3/2000 1:18:00 PM
From: kash johal  Read Replies (1) of 1572208
 
Niceguy,

Re:"selling 12.5M Athlons may provide $2/qtr"

It is not clear to me that AMD can sell 12M Athlons into just the retail market - without trashing the ASPs into the $120-130 range.

They will need additional OEMS and business SKU's from folks like AMD/Compaq etc.

And they will need them starting Q1 2000 not mid-year.

From all indication manufacturing at Fab 25 has been awesome.

The only roadblocks appear to be Sales and the big dresden yield issue.

But these are significant roadblocks.

regards,

kash
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