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To: andreas_wonisch who wrote (151581)	12/7/2001 11:37:41 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Andreas, Re: "I am no big fan of these number games but if you look at CPUs alone AMD is the one that doing better. According to the press release CPU revenues are expected to exceed those of Q1(!) '01." I understand your feeling with number games. After listening to some arguments here, I am now a little skeptical about AMD's forecasts. Some people have good points that the numbers don't add up. If AMD is going to have CPU revenues larger than Q1 and still have a loss for the quarter, they must have a much larger cost structure, at least. Flash being down simply cannot account for going from large Q1 net income to a Q4 net loss with CPU revenue being higher. Where do you suppose these costs are coming from? Could it be true that AMD really does have lousy yields? wbmw