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

To: Yougang Xiao who wrote (97859)	3/10/2000 2:02:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 1570975

Yougang - <Reply from Toni @ AMD IR re x-box:> Ithink that was a bunch of bull. AMd would have taken that business in a heart beat. Why are they developing Spitfire if NOT to compete in the lower end device space. They didn't get the contract. That simple. PB

To: Yougang Xiao who wrote (97859)	3/10/2000 2:02:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1570975

Yougang, <AMD's expectation of reaching $1 billion revenue in each quarter of this year> I don't believe we have heard 1bn per Q as an expectation from AMD before? This comes from Toni, so I guess it is well considered and official guidance.

To: Yougang Xiao who wrote (97859)	3/10/2000 2:58:00 PM
From: niceguy767	Respond to of 1570975

Yougang Xiao: Thanks...Love it! Bittersweet AMD victory! Back to $60 methinks!

To: Yougang Xiao who wrote (97859)	3/10/2000 3:08:00 PM
From: d e conway	Respond to of 1570975

Thanks for that post. Crux of the matter: "This development does not change AMD's expectation of reaching $1 billion revenue in each quarter of this year..." And away we go....

To: Yougang Xiao who wrote (97859)	3/10/2000 10:21:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1570975

Yougang - RE: "Reply from Toni @ AMD IR re x-box:" Thanks for posting that over here. Today we took a hit but its not like the end is coming for AMD... Expected upcoming news from AMD: * Great Q1 earnings * Initial shipments from Dresden * Thunderbird * Spitfire * Sale of communications division * DDR and 266MHz fsb capable chipsets * 2-way Athlon chipsets * Mustang * Mobile Athlon chips Am I forgeting anything? And we should be focused on what the outlook for Q2 is.

To: Yougang Xiao who wrote (97859)	3/11/2000 1:00:00 AM
From: GlobalMarine	Respond to of 1570975

"This development does not change AMD's expectation of reaching $1 billion revenue in each quarter of this year, nor does itchange our goal of reaching 30% unit market share by the end of 2001." The IR guy wouldn't say this unless it appeared very likely they were heading for a $1 billion Q1. Forget the X-box and the crummy profits therefrom. Use Dresden capacity to make high-margin CPU's. Intel needed X-box not because it wanted the sales but because they wanted to try and deny AMD a firm foothold in America's living rooms and minds.