Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (120412)	7/17/2000 3:18:34 PM
From: Paul Ma	Respond to of 1583339

that report is 2 months old, don't worry about it. Paul Ma

To: Joe NYC who wrote (120412)	7/17/2000 8:11:27 PM
From: Petz	Read Replies (1) \| Respond to of 1583339

Joe, Osha's numbers don't make sense because his definition of "CPU Revenues" does NOT include embedded or chipsets. His statement that CPU Revenues would be $619M, "up 147% YoY and 9% sequentially" fits the data for CPU-only revenues of about $250M in Q2'99 and $567M in Q1'00. So if you take the $619M estimate he has and divide it as follows: K6 4.5M @ $50 = $225M K7 1.801M @ $219 = $394M you at least get internally consistent, although very conservative, estimates. Petz