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

To: Kevin K. Spurway who wrote (32789)5/18/1998 7:41:00 PM
From: Maxwell  Read Replies (3) | Respond to of 1571832
 
<<AMD is not going to produce 400-500K K6-2 this quarter. Not going to happen (unfortunately). I'm guessing AMD will lose 7-9 cents/share in Q2.>>

Yes it's going to happen. Source told me that AMD will make close to 500K K6-2 for Q2.

Maxwell



To: Kevin K. Spurway who wrote (32789)5/19/1998 12:42:00 AM
From: Brian Hutcheson  Respond to of 1571832
 
Kevin , you are just copying the analysts :-
biz.yahoo.com
These guys are never ready for surprises they would rather be conservative , then when surprised they can factor in a more optimistic foreward looking research report .
Brian
PS but you are probably correct on the K6-2 numbers , the ASP of course should be higher with less produced as was the case last year with K6 .


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