ted, Re: "Exactly how much flash does AMD produce? After the last couple of contract signings, they reported that flash was sold out for the next 3 years."
2Q00 CC had some info on how much flash production was committed. Try JC's transcripts - but I thought they had about 60-70% on long-term commitments and wanted to keep some free for other customers (smaller, spot, new products, etc.).
-PT
ps: Looked it up on JC's (http://www.jc-news.com/parse.cgi?pc/AMD/CC/2000Q2-vm)
[Sudeep Balain, Chase H&Q:]
Q: Yes, thanks, just one question on flash: how much of your total flash revenues are
already selling for the contracts that you have - the long-term contracts? As a percentage -
is this number, like, 60%, 70%, and eventually, will get close to 90%, 95%, or is it lower
than that?
A: [Rob Herb] Well, while we don't want into get exact numbers, the numbers are higher
than what you mentioned.
Q: You mean higher than the 60 I mentioned?
A: Higher percentage.
Q: Okay, great. Thank you.
A: And those guys are asking for more.
Q: And then you think, over time, the number goes to 85%, 90% or so?
A: [Jerry Sanders:] Well, let me just interject - we definitely want to support our
distribution partners with some product. So it's unlikely that we'd ever want to have it all go
as contract business.
Q: Okay, Jerry, thanks. |
