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

To: Time Traveler who wrote (33414)	6/19/1998 1:05:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572941

Time traveler, RE: "Projected: This quarter (Q2), AMD is going to ship 2.0 to 2.5M K6[-X] with even more loss." As I've said before, AMD will likely lose money this quarter. 2.0 M K-6s may be a bit low. I'd say 2.5M+ this quarter an 4.5+ million next quarter. This should give you some idea where yields have gone. Remember that IBM is coming on line in the 3rd quarter to help out with production if need be but I really don't think AMD needs IBM unless IBM can make 350s and 400s. My estimates are excluding IBM, BTW. Jim