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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who wrote ()	5/2/2000 2:15:00 AM
From: Mani1	Read Replies (5) of 1576379

Notes from the replay of the share holders meeting! I am only posting what has not been discussed.. 1. Break even for this quarter should be around $945 million. 2. $100 ASP by year end is now "probably" instead of "possibly" 3. Number of Athlon in Q3 "will exceed 1.8 million, question is by how much.." 4. Head room in the Thunderbird is greater than that of the current Athlon due to core enhancement 5. K6 ASP was $53 last quarter, should hold steady 6. Duron is currently chipset limited, not MB. This problem should be resolved by next quarter 7. 0.13 in Dresden in 2001, Copper will shine at that time 8. Dirk Meyer is currently the head of Athlon design group 9. No big increase in TV advertising. Brand recognition does not mean brand preference 10. At the end of Q1 the Athlon inventory was 250K, this two weeks of inventory is bare minimum, wish they had more in the inventory, already having problem operating this smoothly with this little inventory (I have said this a million time here and on the Intel thread, people like Elmer choose to remain stupid). 11. AMD HAS REACHED ESCAPE VELOCITY!!!!!! Lets talk about this, especially 1, 3, 4 and 10. Mani

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