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

To: Steve Porter who wrote (120599)	7/19/2000 5:55:38 PM
From: david alexander	Read Replies (1) \| Respond to of 1571741

sees no end to flash growth. Customers asking for 50% increases in flash consignments. Even with planned growth see no end in market for at least next 4-5 years. met commitments to all customers in 900 mhz and 1 gig segments. most mpu from 7th generation. blended ASP ino low 90s. target 100 by 4th qtr. Excellent postion on chipsets and mobos. Thinks can easily meet goal of 25 mil and could approach 28 mil. Sold out on k6. Ramp in Dresden to 50% by end of year. Flash is very good. Flash will grow by 100% over next 3-5 years. Cell phone is very healthy.