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

To: Charles R who wrote (88879)	1/22/2000 12:35:00 AM
From: Cirruslvr	Respond to of 1571798

Chuck - RE: "Doesn't make any sense to not preannounce if they do $1 in earnings as I suspect they will." Hmm, $1. I was very surprised with the $897M breakeven this Q. I think AMD has a better chance of a 1B revenue quarter than a $1 quarter. But $1 per share depends on how many fewer K6-x AMD sells, how many Athlons AMD sells, and what Athlons ASPs are. I am confident Athons shipments will be higher than Q4, especially since Gateway and HP have jumped on the boat. But I'm not so sure about K6-x shipments because it is Q1. And Athlon ASPs in Q4 were much lower than I was expecting so I'm not sure what to expect in Q1.