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

To: Bill Jackson who wrote (33866)	7/2/1998 6:42:00 PM
From: Petz	Read Replies (5) \| Respond to of 1574092

AMD Loss Estimate. Yes, unfortunately, a profit for 2nd quarter is pretty impossible for AMD. The good news is the quantity of K6's sold. I expect the following: K6 0.35 1.6M @ $80 K6 0.25 0.8M @ $105 K6-2 0.6M @ $130 ------------------- TOTAL 3.0M @ $97, total CPU revenue $290M (ASP decline is 10%, quantity up 94%, CPU revenue up 72%, vs Q1) Non CPG group revenue will decline 5% from $372M to $353M Breakeven revenue (my guess) is $690M. Others put this between 663 and 700. Total revenue = $290M + $353M = $643M Loss (revenue - expenses) = $47M, after taxes, $28.2M or (0.20)/share In the CC, I believe AMD will predict sales of at least 4M K6's in the 3rd quarter, but they are already exceeding that production rate now. Petz