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Politics : Formerly About Advanced Micro Devices

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To: xun who wrote (106208)	4/17/2000 2:42:00 AM
From: Charles R	Read Replies (1) of 1573377

panic, <Thread, this could be huge. messages.yahoo.com. I went to the Taiwanese site and read the original news. It says Internal VIA sources told them that AMD ordered 500K VIA chipset in March. But AMD dramatically increased order for the Q2. 3 million is conservative. It could be as high as 3.5 million. The news site in Taiwan is like the New York Times or the Washington Post in US. Even with 3 million chipsets, AMD must expect to sell at least 2 million Athlons. WOW!!!> Thanks for posting. Yes, this is good. Assuming a 6-8 week lead time between chipsets and CPUs we are talking about 1.7-2.5M Athlons shipping on VIA chipsets (Athlons, Spitfires, Thunderbirds). There may be another 0.5Mu based on AMD chipsets - giving a total of 2.2-3.0Mu. Before this news, I was expecting the Athlon family total for Q2 to be about 2.3 Mu (1.8Mu Athlon/Thunderbirds and 0.5M Spitfires). So, if the story is right, the upside can be upto 0.50 cents in EPS. Chuck

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