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


To: Jim McMannis who wrote (106265)4/18/2000 12:29:00 AM
From: Charles R  Read Replies (2) | Respond to of 1573075
 
Jim,

<I was suggesting 2M-2.5M total Athlons in Q2 with 1.8M from Austin and .2M-.7M from Dresden. Hows that sound?>

My estimate is 4.5-5M K6s, 500k Spitfires, 1.0M Athlons and 500K Thunderbirds from Fab25 and 500K Thunderbirds from Fab30. These are production numbers I am talking about.

In the last couple of quarters AMD has been shipping all the K6s it makes but shipping less Athlon's than it produces - could be the same this quarter unless Intel's packaging problems are real. The magic number may be 7Mu for the quarter.

Chuck