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


To: Cirruslvr who wrote (86566)1/11/2000 4:21:00 PM
From: kash johal  Read Replies (3) | Respond to of 1573018
 
Cirrus,

I bet the 0.18 ramp is going very well.

Remember the two-step in process change so they are only shifting the metal density.

I bet the 600's are going to OEMS in the $150 range - at close to 50% GPM.

And they are probably getting in the $400-450 range for the 750/800's.

This should keep the Athlon ASPs in the 300 range for Q1.

This is very very bullish IMHO.

regards,

Kash