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To: dougSF30 who wrote (1410)	7/19/2000 7:33:35 PM
From: EricRR	Respond to of 275872

I had the same calculation question in mind. If we do the numbers, I think the difference is the build up in Athlon inventories do to lack of motherboards. There must be costs associated with the extra production which didn't produce a sale. I those costs hidden by the lower ASP's?

To: dougSF30 who wrote (1410)	7/19/2000 7:36:01 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

Doug re <<579.6M from processors. This is less than computation products group revs of 667M. Question: what else is in there?>> Embedded CPU and chipsets Re <<If we just keep the ASPs the same (Duron mix might increase and drag it down>> Duron will drag it down substantialy, no question about it! Re <<- They taxed Q2 at the YEAR rate of 20%, so that is constant, right?>> No, wrong. I think it is closer to 33% Your numbers are inaccurate and way too optimistic. I think Q3 does not have a very good shot at $2.00, but maybe $1.70 can be achieved. Mani