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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (34140)7/9/1998 1:13:00 PM
From: Time Traveler  Read Replies (1) of 1583152
 
Time Traveler disagrees once more.

3.2M to 3.7M units this quarter (Q3) is not conservative at all! In fact, it is way too optimistic. The mix, as you have mentioned, is going to weigh heavily towards K6-2 which has a bigger die size. That would tend to drive down the unit quantity. Kumar is right saying in Q3 and Q4, K6 production would hit a wall.

Jim, what else is your secret source being telling you about how rosy AMD is? Is the yield still 90% and rising sharply every day?

Time Traveler
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