Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Profits who wrote (25403)	10/31/1997 10:43:00 AM
From: Peace	Respond to of 1578294

Profits, Even with 2 million processors AMD may not make a profit due to lower ASPs. I would focus more on AMD resolving their yield problems. If they can do that this qtr then their prospects for 98 will look pretty good. As for the current qtr my guess is breakeven but I also think the current qtr does not matter, investors will focus more on the yield situtaion and the prospects for 98. Sanjeev

To: Profits who wrote (25403)	10/31/1997 10:47:00 AM
From: Yousef	Read Replies (3) \| Respond to of 1578294

Dr Profits, Re: "As far as profitability goes, AMD had $596M in sales in Q3 and lost $30M. That means the break-even point is somewhere around $625M - $630M." I don't think you understand that AMD has a yield problem for the K6@233mhz and they are shipping plenty of 166mhz parts at a loss ... so they won't "make it up in volume". Let's look at Q2 ... 350,000 K6's shipped at a slight profit (~+.07) Let's look at Q3 ... 1,000,000 K6's shipped at a loss (~-.23) Your prediction for Q4 ... 2,000,000 K6's shipped at a ??? You might want to consider changing your name from "Profits" ... to ... "Losses" !! Make It So, Yousef