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

To: Mani1 who wrote (78986)	11/8/1999 1:21:00 PM
From: Goutam	Read Replies (6) \| Respond to of 1573130

Mani, re: < As it was said in the last CC, due to the Athlon launch and its advertising expense, the break even point will be very high. IMO, AMD needs to sell 1.3 million Athlon at ASP of near $300 to be profitable. I hope it happens > IMHO, AMD will be profitable even with 1.1M Athlons. There is a good supply of Athlon 700s - I'm making this statement based on Computer Currents data that I've been collecting. I just updated this data (I received the new issue of computer currents yesterday) and I'll post it this evening. I'm with Chuck in expecting higher revenues from K6-X. There are other increased revenue sources as well (flash, Fab service to Cirrus and even the Communication group may do better this time) that may improve AMD's bottom line. To All: This time I'll take care of AMD earnings guestimate contest. Regards, Goutama

To: Mani1 who wrote (78986)	11/8/1999 1:47:00 PM
From: Charles R	Respond to of 1573130

Mani, <<<You heard it here first - AMD will be decidedly profitable this quarter!>> Well I can't really say that this is the first place I have heard it, but you are the first one you are going out on the limb. Currently that would be a HUGE upward surprise, but all the estimate could move going foreward. As it was said in the last CC, due to the Athlon launch and its advertising expense, the break even point will be very high. IMO, AMD needs to sell 1.3 million Athlon at ASP of near $300 to be profitable. I hope it happens.> I know there are lot of people that think AMD is going to turn a profit this quarter. Like you said, I just went out on the limb and said it - facing possible ridicule from a whole bunch of folks if that doesn't happen. Everyone will know what the quarter is going to be after the conf call Thursday. On the Atmel thread there is a guy who goes with the handle "turbi" who does the "you heard it here first" thing. I was just borrowing that line from him for fun. (ATML is one of my favorite holdings - 9 to 43 in the last year or so and probably will double again in the next 12 months) His full bit that I may use here occasionally is - "Remember: you heard it here first...if I'm right. (If I'm wrong, you don't remember where you heard it....). " Chuck