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

To: Pravin Kamdar who wrote (70746)	9/2/1999 1:42:00 PM
From: Charles R	Read Replies (3) \| Respond to of 1574267

Pravin, <Niles' report> Here are the highlights: - 200ku+ for Q3 (previously 150-250) - 1Mu+ for Q4 (previously unsure about 1Mu except on production front) - Majority of top 10 OEMs to have systems out by Christmas (I read this to mean greater than 5 which is a good start with only 1Mu shipments) - Motherboard flap fixed but 2 weeks behind schedule - IBM launch next week, Compaq launch the following week - K6/Flash upsides for this Q. - Confirms 700MHz for October. Thinks 750 is after Christmas. I have a hard time seeing past 500Ku for Q4. So, I thought it was significant that Niles sees Q4 at 1Mu+ given his reputation for nailing the numbers. I have a hard time believing upside on K6 given K6-2 ASPs. One way this would be possible is if they shipped a lot more K6-3s than expectations or if they shipped very little at sub-400MHz speed-grades. I also don't believe the 750 after Christmas story. I think it depends on what Intel releases in October. Chuck