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Politics : Formerly About Advanced Micro Devices
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To: Scumbria who wrote (51913)3/8/1999 6:00:00 PM
From: Kevin K. Spurway  Read Replies (1) of 1571685
 
We already knew they'd post a loss. Maybe they're just writing off this quarter and staging for the next by:

1) Getting production of the K7 rolling earlier than expected (eating up capacity).

2) Devoting more fab space to K6-3 production. Earlier and more accelerated ramp of the K6-3 would actually cause units shipped to fall because of larger die size/lower yield. We'll know if this is the case if ASPs don't completely tank this quarter.

Kevin
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