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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (33868)7/2/1998 8:49:00 PM
From: kash johal  Read Replies (1) of 1574571
 
Your numbers are a bit optimistic.

I suspect that your K6 sales may be a smidgin too high.

The bad news will be in non cpg. Due to Flash price implosion and Vantis problems etc. there may be a 10-15% decline.

If they do 275 CPG and 300 non CPG you may have $575M.

You could easily have a $100M loss or (0.75)/share.

PS, I personally am guesstimating a loss of 0.50-0.70 range.

Regards,

Kash
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