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

To: greg nus who wrote (74691)	10/8/1999 7:16:00 PM
From: DRBES	Respond to of 1573807

RE: "All AMD has to do is incrementALly make, sell and ship 1 Million Athlon's...." GOOD GRIEF, YOU ARE BEGINNING TO SOUND LIKE ME! ARE WE NOW IN BIG TROUBLE? REGARDS, DARBES

To: greg nus who wrote (74691)	10/9/1999 3:04:00 AM
From: Mani1	Read Replies (2) \| Respond to of 1573807

Greg Re <<With production due to come out of Dresden this quarter >> Not true. There is no production due out of Dresden till Q2 2000. Refer to the CC for details. Re < "If ASP goes to $400..."> Will not happen, ASP's are expected to go "slightly lower". Again, check out the CC. Re <"AMD will have to continue to get a $75 ASP out of K-6"> K6's ASP are much lower. Guess where you can get the detail? :) Greg, as you know I am bulish/long on AMD, but that is no reason to ignore plain facts which are out in the open. Mani