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To: pgerassi who wrote (2677)7/28/2000 1:08:26 PM
From: niceguy767Respond to of 275872
 
pgerassi:

Re: "Taking all these factors in, doubling after tax profits for Q3 and Q4 not unreasonable as the tax rate will not change unless, profits exceed these estimates."

Comment: Nice to know that someone else, too, thinks $7.00 eps for Y2000 may be conservative if AMD stated Athy shipment targets are achieved!



To: pgerassi who wrote (2677)7/28/2000 1:09:25 PM
From: overholsRespond to of 275872
 
Also, won't all athlon production be going to socket A in the 3rd and 4th quarters. I seem to remember that was supposed to save around $20 a chip, or conservatively, about 50 million in the 3rd and 100 million in the 4th quarter? That should help a lot.

Kyle



To: pgerassi who wrote (2677)7/28/2000 2:39:36 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Pete,

I love all the factors you pointed out that will help raise ASP. I agree with all of them, but am worried about hitting the 7 million unit target. One third of the quarter is over, and large OEMs are still not selling Duron.

Pravin.


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