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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (103373)	4/10/2000 10:19:00 AM
From: Joe NYC	Read Replies (1) of 1574610

Tenchusatsu, Now it seems AMD really did make 800K Athlons in Q4. Wasn't the story originally "800K sold, 900K shipped, 1M manufactured" or something like that? Now it seems the story has changed to "800K to at least 1.2M, representing a 50% increase." I am with you on this one. There is always a room for surprise during the CC, but I don't think the surprise will be anywhere near 2M. From Q4 to Q1, AMD had a head start of 200,000 chips , 100,000 shipped and 100,000 manufactured, so 1.2M seems low. But look at the bright side: All AMD needs for a blowout quarter is 1.2 million Athlon chips. If it does go up by only 50% in Q2 to 1.8 and by up by 100% in Q3 to 3.6, the earnings will go up nicely. Joe

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