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

To: 5dave22 who wrote (103434)	4/10/2000 1:29:00 PM
From: tejek	Respond to of 1574487

Could be, I'm just wondering how many more Athlons they could have sold from 500-600 MHz. Long term, a 650 start might be the right thing to do though. I'm just thinking it's not a coincidence that they sold 1.2MM - exactly as forecasted. Dave, Like others have said before, I think Sanders may be sandbagging and they sold more. Having said that, I frankly don't care...I just want them to make good $ no matter how much they sold, improved their margins and show good rev growth YOY and sequentially. They do all that and I don't care if they sell 2 mil or 200 K. ted

To: 5dave22 who wrote (103434)	4/10/2000 2:20:00 PM
From: that_crazy_doug	Read Replies (1) \| Respond to of 1574487

<< Could be, I'm just wondering how many more Athlons they could have sold from 500-600 MHz. Long term, a 650 start might be the right thing to do though. I'm just thinking it's not a coincidence that they sold 1.2MM - exactly as forecasted. >> It would likely be more than coincidence if that happened, however, the announcements were we got at least 1.06B in revenue, and met our goal of 1.2M athlons. I expect to come in above both of these numbers. (probably something like 1.1B in revenue, and 1.4M athlons) Afterall, they want to save something positive for the conference call to keep the stock moving forward, so I don't think they'd release all the cards just yet.