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To: Dan3 who wrote (139735)7/19/2001 3:07:29 PM
From: fingolfen  Read Replies (1) | Respond to of 186894
 
P4 represented about 7% of sales in Q2. Wait for Q4 when P4 is close to 50% of sales and see what happens to margins.

... and where did you get that particular number, or is it another "brown elbow" number as a friend of mine was so fond of saying???



To: Dan3 who wrote (139735)7/20/2001 12:04:41 AM
From: Paul Engel  Respond to of 186894
 
Blow Hard Dan - Re: "Wait for Q4 when P4 is close to 50% of sales and see what happens to margins. "

AMD has already given us an indication what will happen to margins in Q3 due to the Pentium 4 - AMD's margins will go NEGATIVE !!!


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