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


To: greg nus who wrote (74371)10/6/1999 9:45:00 PM
From: L. Adam Latham  Read Replies (3) | Respond to of 1572778
 
All:

Looks Sanders has backed off of previous statements of 1M units to be shipped in Q4, and now says a cumulative 1M shipped by end of Q4. Also looks like he's left himself an out by saying cumulative 1M goal will depend on the "post-earthquake" recovery of Taiwan. AMD is also claiming a $300 ASP for Athlon, and says prices will dip in the future. Several on this thread were talking about $500 blended ASPs. What do these negative comments do to investor's predictions of when AMD will have + earnings?

Thanks, Adam