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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (88157)1/19/2000 5:33:00 PM
From: Charles R  Read Replies (1) of 1572556
 
Cirruslvr,

<"The company currently projects sales in the first quarter to be flat to slightly down, reflecting an anticipated seasonal slowdown in the retail sector of the personal computer market following an exceptionally strong fourth quarter in the sector. The company's current overall outlook is based on the following projections for its major product lines:

Based on the normal seasonal patterns of personal computer demand, the company expects its overall PC processor unit shipments will grow substantially from the comparable period of 1999, but will decline modestly from the record level of the fourth quarter. Unit shipments of AMD Athlon processors are expected to increase, resulting in a richer mix and higher blended average selling price for PC processors. For the year, the company anticipates continued growth in personal computer sales and in the PC processors that power them, with the distribution of unit demand skewed to the second half of the year as usual."

So increased AThlons sales will offset K6-x declines. BUt overall sales aren't expected to be higher, as of now.?

I hear ya! My gut says this is sandbagged guidance. I am looking forward to the details in the conf call. Should have a better idea after that.

Chuck
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