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

To: Scumbria who wrote (46253)	1/15/1999 8:15:00 PM
From: Yougang Xiao	Respond to of 1584202

FWIW, my note from Q4 CC: Here is my note taken from CC in relation to the segments of Jerry's comments and Q&A: Q4 CC Notes related to Q199: 5.5 million unit increase ASP and revenue of MPU business with 99% confidence. more specifically, increase ASP to low 90s ASP of 100 unrealistic in Q1 due to Celeron competition and benefits of fix to begin in Feb and beyond. Jerry mentioned to make more than 5.5 million in Q1, but will concentrate to increase ASP and revenue to make little bit more money, rather than continue to gain market share in flatish Q1 (my comments: On surface, AMD is very strait-farward with investors. The problem with this kind of “GUIDE IN DETAIL” is that they leave them no room for managing expectation and minimize dispointment should they fail to deliver. Look at Intel's model of guidance -- “GUIDE IN PRINCIPAL” - Revenue UP and DOWN in coming quarter; Gross Marging in x% plus or minus few points. Intel's way of communicating with/guiding its investor is much more supirior in which plenty of rooms are left for managing expectation and bury execution errors if any) Intro 450 in Q1 with Hundreds of K in volume K6-3 @ 450 Mhz Intro in Q1 with product shipment, volume in Q2 K7 Sampling in January More 350 and 400 begining in Feb as a result of new mask. A new top desktop OEM using 400 mhz A new top Moble OEM Vast majority of MPUs to be 350 and above with heavy population in 400 mhz 400K of 400mhz on monthly basis in Q1 -- in responding to J Moore. Non CPG to remain flat in Q1. In reference in 99 and beyond: 22 million of CPU to be the floor for 99 Gross margin to be in middle 40s 30 million of CPU in 2000 K7 intro at the end of Q2 K6-3 will command premium (compare to K6-2, clock for clock, I assume), $50 to $100 range was mentioned. Dresdan to generate revenue in Q1 2000 In reference to Intel: Getting no worse price for K6-2 than Celeron, K6-2 appears to be a better brand at the moment. Acknowledged that Celeron's agresive price is an issue. Katmai to be supported by DirectX 7.0 No compatibility Issue between 3DNOW and Katmai