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

To: chic_hearne who wrote (100461)	3/28/2000 1:34:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572877

RE:"It sounds great if AMD can beat those numbers in Q2. It sounds bad if AMD can't beat those numbers in Q2. I'd like the number to come in above $1 bil and $.75, but I hope they leave some room for improvement in Q2" Interesting thinking. Seems Jerry did that last year going from Q4 to Q1 when he knew Q1 was going to be a disaster. Which would make me wonder a little if they say they saved some of Q1s profits for Q2. That said, I'm looking for close to a dollar this Q. Jim

To: chic_hearne who wrote (100461)	3/28/2000 1:35:00 PM
From: niceguy767	Respond to of 1572877

chic hearne: Re: "I'd like the number to come in above $1 bil and $.75, but I hope they leave some room for improvement in Q2." Comment: The Athy is in its initial production and marketing stages...All other things equal, one can easily anticipate sequential increments in quarterly earnings as ASP's increase quarterly as a result of increasing weighting of Athys in the ASP mix! With Dresden coming on in Q2 and Athys market acceptance growing by the day, Q2 could easily blow the socks off Q1 which will probably blow the socks off record Q4 earnings of $0.43!