SI
SI
discoversearch

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.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: cs_hork who wrote (12869)10/11/2000 11:54:30 AM
From: 5dave22Respond to of 275872
 
cs <The analysts yesterday were saying 6.5 million K7s for Q4 (from previous 7.2), not 5.5 million. I wonder if that's a typo on RWT?>

6.5 would be less than 10%. If they can spin it that they have switched directions to MUCH higher yields (bins?), thus yielding slightly less product and much higher ASP, that would be fine.

But 5.5 is a disaster no matter which way you look at it.

Dave


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News