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

To: survivin who wrote (66837)	7/28/1999 9:48:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575425

survivin, <Perhaps the most interesting is the projections for greater than 20 mil K6s in fy99. Given that only 8 million have been sold to date (q1 +2), he is looking for 6 mil+ for each of the next two qtrs. > That is pretty interesting. I didn't catch this when I glanced through it - I guess I was too focussed on finding K7 info. I will read it more carefully later to see if I missed something else of this magnitude! Thanks again for flagging such an important piece of data. <This, combined with his enthusiasm for 1 mil+ Athlons in the 4th qtr and the exploding non-cpu segment, make the doom and gloom scenarios seem out of place. What is your take on this?> I agree with you on the gloom and doom scenario being out of place. At the same time, AMD has disappointed many a time so a bit of caution on the investors part may be healthy. There is a lot of stuff that came up today. I will sleep on it and post something about my take tomorrow morning. Cheers, Chuck

To: survivin who wrote (66837)	7/28/1999 10:04:00 PM
From: Buckwheat	Read Replies (1) \| Respond to of 1575425

I found the interview interesting also, but some basic questions I have are: Whom does AMD plan to sell the 12 million additional K6-2/3's. How are they coming along with those currently in inventory? What average selling price could be expected for these older processors? What measures must be taken to win back lost market share at the low end? Does AMD really want this lost share back in the low end segment? How many complete system boards (cpu, chipset, and mainboard) will AMD have available in the 3rd and 4th quarters to facilitate K7 sells? Don't get me wrong, I loved all the good CPU noise, but the fact is that CPU production is no longer the issue. The issue is now complete system board production and availability. This is one segment of the interview that did not leave me with a warm fuzzy feeling. Buckwheat

To: survivin who wrote (66837)	7/29/1999 9:52:00 PM
From: grok	Read Replies (1) \| Respond to of 1575425

RE: <Perhaps the most interesting is the projections for greater than 20 mil K6s in fy99. Given that only 8 million have been sold to date (q1+2), he is looking for 6 mil+ for each of the next two qtrs. This, combined with his enthusiasm for 1 mil+ Athlons in the 4th qtr and the exploding non-cpu segment, make the doom and gloom scenarios seem out of place.> I really doubt that AMD can produce 6M+ K6x and 1M+ K7 in Q4 since they could only produce 6M K6x in Q2 total and K7 yield would have to be about 1/4 die per wafer of K6x. Either they would have to have .18 online for the whole quarter which is unlikely or have really big yield improvement over Q2.