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

To: Joe NYC who wrote (119927)	7/10/2000 7:18:00 PM
From: Charles R	Respond to of 1574054

Joe, <I must have missed this while I was on vacation. Another stepping? I thought the last stepping (April / March timeframe) was suppose to deliver flood of 1GHz parts by June.> Don't know since when you have been on vacation but this is kind of old news. I posted about existence of this shrink several months back and it has been sampling for a month or so. <Where did you get the 7.5 Mu number?> That is my estimate of what AMD could have produced in Q2 (~6.5Mu from Fab25 and ~1Mu from Fab30) <I don't think Thunderbird and Duron parts made a significant contribution in the last quarter.> I think Thunderbirds did and Durons didn't. <I hope the back-to-school market will be terrific, because AMD will have a ot of parts to sell this quarter.> It shall be. I expect AMD to sell 2+Mu Thunderbirds, 2-3Mu Durons and 2-3u K6s in Q3. As K6-mix goes down, ASPs and profits will go up significantly and Q3 will blow peoples socks off (at least $2+ in EPS). Chuck