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Politics : Formerly About Advanced Micro Devices

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To: boris_a who wrote (108830)	5/2/2000 12:34:00 AM
From: Charles R	Read Replies (1) of 1575764

Boris, <I remember very well, Jerry himself stated in the November CC this 50% ramp being the normal ramp for AMD. There was an analyst question about that. He further stated being rather somewhat more conservative because of the infrastructure issue. They are just on track, it seems.> Welcome aboard. If you follow AMD's comments over the last year you would note that in Q3 AMD was talking about 1.5Mu in Q1. This was guided down by the time Q4 earnings came out. Also, check out the AMD annual conference Q&A and you will note that Jerry is talking about Athlons being limited by infrastructure in Q2. Jerry is promising better things in Q3 but as I keep saying this is a lost opportunity. Chuck

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