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


To: Charles R who wrote (109051)5/2/2000 1:34:00 PM
From: Petz  Read Replies (2) | Respond to of 1578445
 
Chuck, re:<That should make an ASP of $100 for Q2 quite unlikely (probably 95+/-5 for Q2). 100 should be very doable in Q3>

and any upside to 1.8M Athlons will probably be Dresden's Q2 output.

Do you really think Dresden WSPW is still 600?

If so, its not the Dresden yields that Sanders is worried about, its the infrastructure issue.

Petz