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

To: Shane Geary who wrote (62083)	6/17/1999 8:08:00 AM
From: Kevin K. Spurway	Read Replies (2) \| Respond to of 1573921

Nice big add in the journal today for the Gateway Profile comuputer: "Presenting the Gateway Profile for business." Note the "for business." I'm looking but I can't find the little "Intel Inside" logo. Kevin

To: Shane Geary who wrote (62083)	6/17/1999 3:07:00 PM
From: RDM	Read Replies (1) \| Respond to of 1573921

<So, worst case Q2 production is 21k (ie 3200140*.25), best case production is 105k. Mid-point is 65k.) Yougang: Shane's estimates seem reasonable to me. The key assumptions IMHO are allocation of the 5000 wafers/week (5%,10%,?) and yield. Similiar assumptions lead to 300K-1M in Q3. Hopefully .18 micron will kick in to help Q4 volume. I believe AMD has suggested 1M K7 for 1999 was a reasonable guess.