Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Pravin Kamdar who wrote (85804)	1/7/2000 2:58:00 PM
From: Charles R	Read Replies (2) of 1572945

Pravin, <Kumar's $1B projection is a setup! He wants to be able to say, "see the Clown Company couldn't even meet revenue projections." While at the same time covering his butt with a more conservative earnings projection of $0.05. This guy is a complete flake.> As we have discussed on this thread many times $1B is not a long shot at all. I am sure AMD benefitted partly from Gateway's lack of Celeron/PIII SKUs. (probably mostly through CPQ) The only burning question that I have is what is the split between Athlons and K6s. I will go way out on the limb and say that there is a good shot that the upside from K6s is massive (I am thinking there could have been 6Mu+ K6s that got shipped in Q4). Chuck P.S.: Look out - we may print 33 today!

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