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

To: Joseph S. Lione who wrote (66373)	7/21/1999 7:36:00 PM
From: Mani1	Respond to of 1574007

Joe Re <<What do you think the Athlon ramp will look like, going out to 2Q2000?>> I think the problem will be demand not availability of K7's. My WAG would be 1.8 million at ASP of $225 for Q2 2000. That maybe enough for break even. If K7 finds its way into high end machines for business uses, and AMD maintains good bin splits and hits 1 GHz by then, then result could be better. If demands for K7 can take 2.5 million, AMD should be able to handle that by then. Way too many if's and we'll have to wait and see what will develop. Mani