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

To: kash johal who wrote (36530)	8/30/1998 8:45:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571798

Kash, RE:350s "If they can ship 300-500K this quarter and double that in Q4 they could be profitable in Q4 as I am sure 350 ASP's will average in the $150 range." Basically AMD will have 5 weeks to ship 350s this quarter. I suspect AMD had several hundred thousand to ship on release last week. Certainly not out of the realm of possibility that they will ship more than 500K this quarter. Double that in the 4th quarter, is way to conservative, since production will continue to ramp and there are 13 weeks in a quarter, 3.25 months...probably three or 4 even 5 times what they ship this quarter, they will ship in the 4th. Jim