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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (59524)5/24/1999 7:52:00 PM
From: Charles R  Read Replies (1) of 1572941
 
Cirruslvr,

I prefer not to speculate on exact ASPs or profits - they are a very tough call and are highly manipulatable (have hands on experience on how this can be done). There is a reason why most of the analysts are wrong most of the time when it comes to numbers.

Nevertheless, the general trend is clear. If this report is true and they can get out 40k pieces this quarter, my guess is they will be posting a slight increase in ASPs and a small profit this quarter. The exception is if AMD would like to flush out some dirty laundry in this quarter and muddies up the numbers.

Jerry seems to have sandbagged this quarter as I have never seen him do before. Within the next 2-3 weeks we will know for sure.

Good luck,
Chuck
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