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Politics : Formerly About Advanced Micro Devices

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To: StockMan who wrote (36498)8/30/1998 7:32:00 PM
From: kash johal  Read Replies (1) of 1571806
 
It appears that AMD has learned it lesson.

They only announced the 350 after they had built production and a tier 1 was ready to ship PC's.

A much classier act than previously.

They clearly stated that they would ship "hundreds of thousands shortly". I take that to mean in Q3 and this will the real test.

If they can ship 300-500K this quarter and double that in Q4 they could be profitable in Q4 as I am sure 350 ASP's will average in the $150 range.

Regards,

Kash
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