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

To: zhi peng who wrote (120161)	7/11/2000 8:13:27 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1576806

zhi peng, The breakdown (as written) is a total BS IMO. There is no way 2M Athlon would yield 800M of revenue, unless the 800M includes all the K6 chips. Under that condition, if K6 produced 250M there would be an outside chance that 2M non-Gig could amount to 550 M, but that would mean ASP of non-Gig Athlons > $250, which is unlikely. The 200M for 200K Athlons is way too much, since there is no way Athlon received $1,000 average over the quarter. 100M for remaining processors is way too low, unless this number is the embedded / chipset category. Joe

To: zhi peng who wrote (120161)	7/12/2000 12:12:56 AM
From: niceguy767	Read Replies (2) \| Respond to of 1576806

zhi peng: Re: "1.5b -the details by: rche410531 7/11/00 3:27 pm Msg: 216086 of 216426 approx 400 million from strong flash demand 1gz athlons- 200000 units ~200M other athlons - 2M units -800M remaning processors -100M grand total 1.5 BIllION." Comment: If above is accurate, AMD is obligated to say so before July 19 as revenues exceed guidance materially, i.e. by almost 50%...The remaining 3 days of this week remain interesting if for no other reason!!!