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

To: steve harris who wrote (87322)	1/14/2000 9:23:00 PM
From: ajbrenner	Respond to of 1573959

From the November 11 analyst conference SUNNYVALE, CA--NOVEMBER 11, 1999--With strong demand for Flash memory products and microprocessors, AMD today announced that it currently expects to achieve revenues of more than $800 million in the current quarter. The company currently forecasts that its goal of achieving break-even operating results in the current quarter is attainable, barring unforeseen events or disruptions in the supply chain. While motherboard availability remains an issue, the company believes that its goal of shipping 800,000 AMD Athlon™ processors in the current quarter is increasingly realistic. I think things have only gotten better since then. ajb

To: steve harris who wrote (87322)	1/14/2000 9:35:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573959

Steve, Thanks for the link from AMD's web site that show Q2 2000. I had expected wafers starts are started and it takes 90 days for finished parts to show up. So First Cu parts should ship in April if everything is going well. This way they get maximum shipments in Q2 and have reasonable volumes to amortize the overhead over. Anything else will be a major problem IMHO. regards, Kash