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

To: Charles R who wrote (78784)	11/5/1999 4:13:00 PM
From: tejek	Respond to of 1574854

RE <<<If the above two points are true, then we may see record sales of K6-x cpus this quarter. Because of higher sales of mobile cpus and k6-3s in Q4, we may also see slightly improved k6-x ASP - if there are no surprise price cuts by Intel at the low end. This may be a pleasant surprise for AMD; because as per the CC, AMD's expectations were lower ASP and no increased revenue from K6-x lines. Do you agree?> Yes, the guidance sounded to me like slightly lower K6 ASPs with no significant upside from units. That's why I said a few days back that I am estimating $60M in incremental K6 revenues for Q4.>>> Charles and Goutama, you all are looking at the ASPs for k-6s from the beginning of the quarter until now. However would you not expect the ASPs (no matter what the availability) to begin dropping again at the end of November as demand for Xmas slacks off? The average that the AMD CC was predicting may be appropriate once the whole quarter is factored in. ted