Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (58076)	5/13/1999 8:17:00 PM
From: Charles R	Read Replies (3) of 1572430

Kash, A few comments: - ASPs seem about right for most of the products - all the price cuts for the quarter are likely behind us - your best case product mix is where it is at today. i.e., more like typical case (things should get better unless there is yield disaster) - Your mobile units and ASPs seem a bit low. Most of the top selling laptops are based on K6-2. From what I can tell AMD should ship well over 1Mu mobile units with an ASP around $100 (can change if Intel ships large amount of 180nm products - Paul, any comments on this?) - your K6-3 and K7 best case numbers have significant upside My take: it is going to take about 3-4 weeks before we get better visibility but your best case is probably the baseline number Cheers, Chuck

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