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

To: kash johal who wrote (70974)	9/4/1999 1:19:00 AM
From: Paul Engel	Respond to of 1576124

Kash - Re: " If they can produce 1M K6-3 out of dresden then we should be in good shape for Q4." Wild DREAMS, Kash ! I think AMD's official line is late Q1/2000 or even Q2/2000 for Dresden revenue . Paul

To: kash johal who wrote (70974)	9/4/1999 3:18:00 PM
From: Cirruslvr	Respond to of 1576124

Kash - RE: "If they can produce 1M K6-3 out of dresden then we should be in good shape for Q4." With the K6-2 500 and Athlon, there is no room for the K6-3 in OEM desktops. 1M in notebooks and non-OEM sales seems too high. "Yes, anticipated depreciation costs will be around $50M/qtr. Hell the antipated growth in flash will take care of that ." Maybe. With an additional 50M down the drain from depreciation, 300M from the memory group, 300M from Athlons, 200M from K6-x, and 80M from communications, it will be close, but I don't see it yet.