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To: Ausdauer who wrote (10317)4/13/2000 1:23:00 AM
From: The Prophet  Read Replies (3) | Respond to of 60323
 
Aus:

Thought you might enjoy these snippets I got from the Yahoo AMD thread regarding the AMD conference call.

Prophet

Joe Osha- "Nice blowout" - outlook for selling lots of k6s in q2? why only single digit q-q flash growth?
Jerry- Sold out K6s. Selling all we can make there. Less k6 volume in second half of year. Spitfire is "grand slam". Not 0 by q4. Mobile will want them all year. Not relevant to revenue growth. Flash is just question of when the capacity will come on. Great job last quarter doubled estimates of q-q growth. Just a question of timing.
Osha- "Thank you. Maybe you guys can turn the Nasdaq around. Nice number."

Jerry- Need to increase capacity there. Decision by end of this quarter about building 3rd megaFAB at Isuwakamatso? with Fujitsu. At doubling Bits we'll be still losing market share. Explosive market.