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

To: kash johal who wrote (95048)	2/25/2000 8:21:00 AM
From: Process Boy	Respond to of 1577191

kash - <Either they can ramp 3-4M AThlons selects/qtr with a $100 average ASP or they have shot themselves in the foot big time. What are your thoughts.> I wish I had a better feel for AMD's mix. I'm kind of flying by the seat of my pants with a supposition that AMD will do at least "OK" due to the general environment for at least the next Q or two. PB

To: kash johal who wrote (95048)	2/25/2000 8:34:00 AM
From: niceguy767	Respond to of 1577191

kash: Thoughts: The transition to Athlons is going far better than expected. Microprocessor mix by end of Y2000 should be close to 100% Athlons and 0% Non-Athlons...which at current rate of 6 million per quarter will give "puff up" earnings very nicely (i.e Q4 eps excedding $2.00) all other things equal! Note: The faster the migration from non-Athlon to Athlon occurs, the steeper the eps curve...AMD has never demonstrated any longevity in profit making in the non-Athlon low-end processors so the sooner they can get to 100% Athlons the better for the AMD shareholder...