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

To: TGPTNDR who wrote (31336)4/7/1998 10:01:00 PM
From: AK2004  Read Replies (1) | Respond to of 1572212
 
TGPTNDR
remeber that 3d and 3d+ are larger chips. Plant is still in conversion and who knows what else is at work there. PLus by the mid of the year amd would produce only ~4M chips which would imply that in the 2nd half they would have double the output with larger chips.
Regards
-Albert
ps 12M this year is not bad at all



To: TGPTNDR who wrote (31336)4/8/1998 1:55:00 AM
From: Petz  Respond to of 1572212
 
TGPTNDR, re:<1Q production>
Actually, they claimed that there were only slightly more than 1.5M chips in 1Q'98, same as 4Q'97. I guess reality was that there were a lot more ads, but CPQ and IBM K6 machines sold out shortly after their allocations.

Petzz



To: TGPTNDR who wrote (31336)4/8/1998 2:17:00 AM
From: greg nus  Respond to of 1572212
 
TG if 12mill is no good what number are you thinking?



To: TGPTNDR who wrote (31336)4/8/1998 2:23:00 AM
From: StockMan  Respond to of 1572212
 
TGPTABCED,
Re -- I'm just not buying the 12M figure for the year!

Good boy, you finally figured it out. That 12M figure was intended to fool the analysts and in particluar Intel. That way next Q, they could REALLY spring a surprise on all of us.

Stockman


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