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

To: Joe NYC who wrote (103145)	4/8/2000 9:38:00 PM
From: SteveC	Read Replies (2) \| Respond to of 1574616

"I expected around 2 million Athlons, rather than around 1.2 million." It's still a great increase from 4Q 1999 and the bottomline is at AMD met our optimistic of expectations of exceeding $1 billion in revenue for 1Q 2000. Plus, what exactly does the 1.2 million Athlons represent? I assume that they are the number of Athlons that AMD sold and is recognizing as revenue in 1Q 2000. But that does not mean AMD only produced 1.2 million Athlons in 1Q 2000. It's probably a state secret within AMD as to how many Thunderbirds were manufactured in 1Q 2000. These will be recognized as revenue in 2Q 2000. I suspect there are also Austin Athlons that will not be recognized as revenue until 2Q 2000.

To: Joe NYC who wrote (103145)	4/8/2000 10:08:00 PM
From: crazyoldman	Read Replies (1) \| Respond to of 1574616

Hello Joe, Re: On this one, I have to agree with Elmer. I expected around 2 million Athlons. It seems like Jerry's words were "We've achieved our goal of 1.2 million...". To me this doesn't mean the same as "We've sold 1.2 million...". Wouldn't selling 1.5 million or 2 million Athlons allow Jerry to say "We've achieved our goal"? Perhaps he's saving something for the 12th and the CC? Kindest regards, CrazyMan

To: Joe NYC who wrote (103145)	4/9/2000 12:58:00 AM
From: niceguy767	Read Replies (2) \| Respond to of 1574616

Jozef: Re: "On this one, I have to agree with Elmer. I expected around 2 million Athlons, rather than around 1.2 million. Especially in context of Compaq, HP, Gateway offering Athlon PCs. I wonder what the limiting factor was. Was it the supply or demand? Comment: AMD has limited capacity in Austin of approx. 6 million microprocessors...Sounds to me, given revenues greater than $1 billion that capacity (i.e supply) was the limiting factor...Anything greater than Q4 revenues, the seasonally strong quarter and with record revenues of $980 million up 35% from Q3, must be considered positively...That Athys are up 50% is outstanding, imho...If they'd come in at 2.0 million Athys, Elmer would have would have found reason to be disappointed...yet he heralds Intels performance which demonstrated flat microprocessor revenue growth in Q4 vs. Q3 (compared to AMD's 35% increase Q4 vs. Q3) and PWeeIII production which is, for all intents and purposes stalled out at 733 MHz...Elmer has been pessimistic since the Athy was introduced and didn't believe the Athy would survive...the only thing Elmer is consistent in is his never ending AMD pessimism and his never ending Intel optimism, neither position having borne any accuracy over the past 8 months...AMD's Athys are demonstrating a geometric growth rate of 50% quarterly...the market seems to like the idea of the 50% Athy growth rate in Q1, particularly inasmuch as Q1 is seasonally weak and Q4 seasonally strong...The real test will be the comparative analysis of Q1 financials betwen Intel and AMD...I'm guessing, comparatively, AMD's will outdistance Intel's!