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To: Tony Viola who wrote (155766)1/16/2002 5:26:26 PM
From: wanna_bmw  Respond to of 186894
 
Tony, AMD's outlook for Q1.

The company expects that PC processor unit shipments in the first quarter will remain at or near the record level of 7.8 million units with average selling prices at or near the $90 level of the fourth quarter of 2001.

If what they said earlier was true, and they produced 31M CPUs last year, then they had to have produced more than 7.8M in the fourth quarter. That's unless I am adding wrong. The ASP level has much improved, though.

wbmw



To: Tony Viola who wrote (155766)1/17/2002 1:59:50 AM
From: Joe NYC  Respond to of 186894
 
Tony,

Re4 AMD's quarter, not bad, but I want to know what their capex plans are for 2002!

per JC: jc-news.com
"We plan to increase our capital spending for the year by 20% to 850 million dollars."

Joe