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To: Road Walker who wrote (106127)	7/25/2000 12:37:58 PM
From: TimF	Respond to of 186894

It will be interesting to see if AMD can double Athlon sales in the 3rd quarter, as Mr. Sanders has projected, in a non-supply constrained marketplace. One thing that should make it slightly easier for AMD to meet it plan for increased Athlon sales is that in the 3rd of 4th quarter there should be less K6 sales thus the total processor sales by AMD will be less then doubled. Athlon prices might go down a bit with the increase of supply, but overall ASPs should go up as Athlon's become a bigger percentage of the mix (K6s aren't very profitable). Tim

To: Road Walker who wrote (106127)	7/25/2000 1:14:24 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

John - Re: "It will be interesting to see if AMD can double Athlon sales in the 3rd quarter, as Mr. Sanders has projected, in a non-supply constrained marketplace. " I'm certain that Sanders/AMD CAN and WILL double AthWiper sales in Q3. AMD investors may not be pleased with the low ASPs that AMD will get in order to sell these chips, however. Paul