Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: 5dave22 who wrote (103049)	4/8/2000 10:19:00 AM
From: niceguy767	Read Replies (3) of 1574656

5 dave22: Re: "Hi Elmer - re: less than 2 million units is a letdown." Comment: Just who here is calling the kettle black? Mr. October flood the market with PWeeIII 733's and above? Sounds like a "botched" call to me... In retrospect, 1.2 Athys in the seasonally weak Q1, represents a 50% increase in Athys over the seasonally strong Q4...Within the seasonality context, any increase in seasonally weak Q1 over seasonally strong Q4, mustbe considered a positive...A 50% increase in Athys in Q1 is phenomenal...and all that without any significant Dresden contribution...Further, with Dresden coming on stream in Q2, the Athy growth rate will probably approach 100% from quarter to quarter (i.e 1.2, 2.5, 3.8, 5.5 = 13 million) and be the major contributor to a string of successive record breaking quarters!

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