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Politics : Formerly About Advanced Micro Devices
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To: Pravin Kamdar who wrote (39917)10/23/1998 10:32:00 AM
From: Jim McMannis  Read Replies (3) of 1574090
 
Pravin,
The key is that 350 MHz is the sweet spot and the ASP is >$100.
I don't think the market realizes how good AMDs yields are on 350 MHz chips or on 380s and 400s. AMD has already shipped about a couple hundred thousand 400s. They should ship about 1 million K6-2-400s for the quarter.
Did you see/hear the boys on Squawk box on CNBC this morning absolutely TRASH ANALYSTS as having ulterior motives and to take whatever they say with a grain of salt? Amazing.
Jim
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