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Politics : Formerly About Advanced Micro Devices
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To: Maxwell who wrote (36987)9/11/1998 11:44:00 PM
From: kash johal  Read Replies (1) of 1570471
 
Maxwell,

Intc roadmap sucks IMHO except for higher end Server market.

I suspect that AMD could be profitable this quarter - if they ship 3.5M units with average ASP of >$100 or at least a breakeven.

If they can get the K7 out they could ship 30M chips next year with average ASP of $120 and blow Intel to kingdom come.

I just hope they work a deal for capacity with MOT etc.

Looks great for AMD to me.

PS on forecast release I suspect they will wait for end of month and then release positive surprise.

Regards,

Kash
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