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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (61519)6/11/1999 6:13:00 PM
From: kash johal  Read Replies (2) | Respond to of 1572605
 
Charles R,

Re:"P.S.: I am baffled why price watch ASPs are going up (or so I read). Any thoughts?"

I see a 5.5M quarter with blended ASP of $70.
With rest of biz at $350M that gives around 735M- they said they need $820 to breakeven or a loss of $85M. Also they will have some one time charges.

Re: price drops:

My best guess is that AMD is slowing down the K6-2 wafer starts dramatically.

We may only see 3M K6-2's. And 2M k6-III's and 250-400K K7's in Q3. With them hitting much closer to the $100 target.

With Cyrix stopping manufacturing Q3 should be a barnstormer for both Intel and AMD in my view.

I hope that once AMD announces that they have lost the low end battle but won the war at the high end the stock will move rather dramatically coupled with positive production mews.

Nobody like the MAD (mutually assured destruction ) model where both comanies lose money trying to kill each other.

Regards,

Kash.



To: Charles R who wrote (61519)6/11/1999 6:16:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1572605
 
Chuckles - Re: "I was operating on bad data. Current info say AMD may barely make the 5Mu mark this quarter. So, the model issue is moot. I was counting on 6x72. It may be more like 5x72.
It is a bigger than expected loss this Q"

Operating on Bad Data , eh ?

You wouldn't have IGNORED THE GOOD DATA you were given, by any chance ?

Paul



To: Charles R who wrote (61519)6/11/1999 6:18:00 PM
From: Yougang Xiao  Read Replies (2) | Respond to of 1572605
 
Chuck, Kash: RE Q2: Couple of puzzles already in hand concerning Q2, let's wait for next Monday/"Quiet Period" to pass then we'll know with greater certainty.

I am cautiously encouraged by the absence of warning today.

Normaly, AMD offsets bad news with the good one. Given Dirk's presentation yesterday, today seemed to fit the patten if they had to warn.

Next Monday will be telling.

Good weekend to all! We had a great week, after all!


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