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

To: Michael Han who wrote (65300)7/14/1999 6:06:00 PM
From: Steve Porter  Respond to of 1574373
 
ALL:

biz.yahoo.com

AMD confident in 1M K7's in Q4.

Steve




To: Michael Han who wrote (65300)7/14/1999 6:08:00 PM
From: Cirruslvr  Respond to of 1574373
 
The only positive I see is the memory group (what else is included other than flash?) went up 31% over last Q to 166M.

AMD's R&D alone was 167M, up 7M from last Q.

If you take out the memory group of AMD, you get a clearer picture of how ugly things currently are at AMD.

AMD's ASP went down from $78 to $67, a 14% drop.

According to Ashok Kumar's estimate, Intel's ASP dropped from $218 to $195, a 10.5% drop.


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