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

To: Pravin Kamdar who wrote (88558)	1/20/2000 2:06:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1572946

re:Intel is currently ramping Coppermine, but can not supply demand in Q1. Is this your opinion? Beware, Intel said in CC they will ramp-up and satisfy ALL demand for Q1. What happens to AMD when Intel ramps up this qtr and starts slashing prices left and right on desktop CuMine? No wonder Jerry was apprehensive in CC. He knows what's awaiting him! joey

To: Pravin Kamdar who wrote (88558)	1/20/2000 2:07:00 PM
From: kash johal	Respond to of 1572946

Pravin, Re: 2M + Athlons in Q1 I am concerned about the volume they can sell. Getting a GTW is a big deal as they are really pushing Athlons. I can see GTW selling 300-400K AThlons. Plus 800K from last quarter totals 1.2M HP's adoption has been very ho-hum IMHO. Considering units overall will be seasonally down from Q4. Selling 2M Athlons could be tough IMHO. But the ASPs are likely to drop to $200 range as well. Assume 1.75M units at $200= $350M Assume 3.0M K6 units at $60= $180M Assume 300M in memory (per new guidance)=300M Assume 105M in comms (per new guidance) =105M Assume misc stuff =$25M total is $955M The big unknown is AThlon sales of course. regards, Kash