Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (58158)	5/14/1999 4:06:00 PM
From: kash johal	Read Replies (4) of 1571217

Mani, Re: "Well, the CC said significantly more than 50% are 400 or faster. I assume it is even better now. If it is not, ASP's will be in the sixties. I don't think it is however. ASP's should be in the high seventies again this quarter." Mani I agree that ASPs will likely be in $80 range. Even with 5.5M units thats 440M for CPG. With 330M for rest of company thats sales of $770M Breakeven is now at $830M so a loss of $60M PLUS already announced charges. That means lossess of > $0.50 per share. That will be a disaster as the analysts will pour coldwater on the good news: K7, 0.18 micron, Dresden etc. I am most concerned that they are not managing analysts expectations AGAIN. Regards, Kash

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