Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (33399)	6/20/1998 2:55:00 PM
From: Paul Engel	Read Replies (2) of 1572953

Jim - Re: "Just how many pentium IIs will Intel ship this quarter, next quarter?" Intel should ship about 10 million Pentium II/Celerons this quarter. That number should increase to about 14 million in Q3 (including Xeons). Re: "Forget this quarter for AMD..but let's say they ship 4.5 million K6s and K6-2s next quarter made on .25u. Would you be interested in buying the stock again?" That depends on the APSs. I'm sure AMD could sell that many for $80/copy - assuming they can make then - but that would make only $360 million in revenue - keeping AMD in the loss column. Paul

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