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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: Daniel Schuh who wrote (10538)	9/28/2000 1:31:46 PM
From: andreas_wonisch	Read Replies (1) of 275872

Dan, Re: A million processors/month would be 15% of next quarter's projected output; it'd be 25% or so applied to this quarter's rate. You are forgetting the K6-2(+)s here. SSB said that there would be one million 1+ Gig CPUs per quarter -- not Athlons. If you divide 6.8 millions by 1 million this would give his 15% number. So Athlon 1+ GHz sales should be well above 30% if his numbers are true. Andreas

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