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Politics : Formerly About Advanced Micro Devices

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To: SteveC who wrote (97012)	3/6/2000 1:37:00 AM
From: Charles R	Read Replies (2) of 1578597

<But $100-$200 is a huge spread. Which side of the divide do you think the 1GHz Athlon will fall on?> Initially the $200 side but that will come down real fast. I expect 1G volumes to kick-in big time in April and I expect AMD to push the 800MHz parts to under $200 in about a month or two. As more CuMine capacity comes online, this is going to be the major offensive from AMD's part. I suspect AMD's strategy will be to move speedgrades aggressively and offer about 100MHz more at any given price point. <Do you care to project how many such chips AMD will ship this quarter?> 10s of ku for Q1 seems about right to me but hard to tell. It will depend a lot on how willing customers are going to be to purchase one of these puppies from Compaq or Gateway in the next 3 weeks. <the .35 1Q 2000 estimate is going to be shattered just as last quarter's estimate was destroyed> Anyone reading this thread over the last few months know that I expect AMD to post $1 in earnings this quarter. I do not see the 1G changing that substantially.

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