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To: AK2004 who wrote (151507)	12/6/2001 11:52:52 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

My point was that AMD overall lost more in revenue %-wise than Intel in the downturn, so they're building back up from a smaller base. 10% of a smaller number, you know?

To: AK2004 who wrote (151507)	12/7/2001 2:24:58 AM
From: ptanner	Read Replies (1) \| Respond to of 186894

Albert, re: "amd's q1 pc microprocessors revenue was under 500 mil, was not it? Flash is probably below expectations though." After reading AMD's release a couple of times, I decided to look up the CPU revenues: 1Q01: $661M, >7.3M units 2Q01: $588M, >7.7M units (record) 3Q01: $467M, >7.7M units ("record") values taken from press releases, all found here: amd.com So if AMD thinks they can achieve record CPU revenues in 4Q01 this would be an increase of 41% over the dismal 3Q01 - to be shared between unit and ASP growth (most, IMHO). The estimated total revenue increase of 10% or better is $76M+ while CPU revenues may be up $194M. And flash is flat... Hm. This doesn't seem to quite add up - mostly the projected record CPU revenues (being cynical) or that revenues may be significantly more than 10% higher. I am very tired as I am trying to wrap up a parts order for a dozen computers (details, details <g>) so maybe I am missing something. -PT