Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tejek who wrote (88948)	1/22/2000 1:13:00 PM
From: milo_morai	Respond to of 1574005

Now's here's a big change for Falcon-NW This page falcon-nw.com used to be all PIII's for examples, and when the 600Mhz Athlon came out it was 3 PIII's and 2 Athlon systems. Today all 5 examples are Athlon systems falcon-nw.com falcon-nw.com falcon-nw.com falcon-nw.com falcon-nw.com Nice to see that kinda of Change anywhere. Milo

To: tejek who wrote (88948)	1/23/2000 12:14:00 AM
From: Charles R	Respond to of 1574005

Ted, <he said Gross Margins were at 40% Q4, up from 28% for Q3, a significant improvement but not as good as Intel's Q4 margins of 61%. > AMD's product mix was over 6:1 in favor of K6s. Intel's Celeron/Pentium mix is close to parity. The margin situation should improve dramatically as AMD's mix gets better. Q1 should be somewhere around 3:1 (with a fairly conservative 1.5Mu K7s and 4.5Mu K6s). The margins should moveup by a few points in Q1 - high 40s or low 50s is not out of question. Chuck