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To: Bill Jackson who wrote (149188)11/22/2001 2:35:56 PM
From: wanna_bmw  Read Replies (1) | Respond to of 186894
 
Bill, Re: "This quarter ending on 31Dec should also be profitable due toe Intel P-4 scarcity."

Not if Athlon XP processors are also scarce, as was confirmed by an AMD exec.

wbmw



To: Bill Jackson who wrote (149188)11/22/2001 7:33:01 PM
From: Dave  Read Replies (2) | Respond to of 186894
 
Bill,

I expect AMD to make $100M from flas[h](sic) in the next 2 quarters and CPU sales will bring in [XX]

What is the rationale that AMD will profit 100M on the sales of flash in the next 2 quarters? Is this what AMD MGMT stated in their last CC?


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