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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (102916)	4/7/2000 1:57:00 PM
From: Road Walker	Read Replies (3) of 1575981

Jim and Thread, I'm curious where you peg the future revenue growth rate for AMD, and where it will come from. A couple of points: - AMD is currently selling all major OEM's except Dell, so Dell would be the only major new customer AMD could capture for growth. - MP sales will grow a finite number, that we don't know, this year. In order for AMD to sell more processors beyond industry growth, I would guess they have to take share from Intel. - If Intel is either having yield/production problems or is capacity constrained, and that situation ends, what will that do to AMD sales. I would like to know how you see the rest of the year play out, through Q4. Looks like 10% quarter over quarter growth for AMD 4th to 1st, do you see that continuing? TIA, John

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