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Politics : Formerly About Advanced Micro Devices

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To: david alexander who wrote (120616)7/19/2000 6:31:31 PM
From: david alexander  Read Replies (1) of 1572381
 
question about the nature of the Flash contracts.

structured around set pricing and set volume but do have some flexibilities. customers designs are committed to a particular type of flash and can't just be turned off easily.

MGA $620 mil
production rate on 7th generation chips is plan to ship 3.2 mil in q3 and 7 mil in q4. Very low inventory situation.
Shipped more than 1.8 mil and sold more than 1.8 mil.
Don't see infrastructure support a problem now. Dresden is really contributing now.
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