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

To: Yousef who wrote (47082)	1/23/1999 12:02:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1574055

Yousef, Kevin, AMD still hasn't solved their 400mhz problem ... Most of the CPU's that AMD is shipping in January are 350mhz, 366mhz or 380mhz. Obviously it takes a while to push a mask change through the fabs in production quantities. January shipments indicate nothing about the status of current speed bins. Current production is likely K6-3, if they are going to launch next month. Looks like the ASP in Q1 will be lower than for Q4 due to Celeron price cuts in December. Jerry said ASP's will be higher in Q1. Scumbria

To: Yousef who wrote (47082)	1/23/1999 12:09:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1574055

Yousef, >Re: Kevin, AMD still hasn't solved their 400mhz problem ... Most of >the CPU's >that AMD is shipping in January are 350mhz, 366mhz or 380mhz. Looks >like >the ASP in Q1 will be lower than for Q4 due to Celeron price cuts in >December. I am very worried that you may well be right as a worst case. If the volume of mobile chips doesn't increase substantially you may be right. Of course they may ship some 450's and k-3's as well. On the other hand depending on this 400Mhz problem where they had to offload a buch as 366Mhz "AFR66" parts. I personally expect them to raise ASP's by only a few dollars - maybe $5/cpu. But I think the PLD/Flash biz. should be down from Q4 so their overall numbers maybe very similar to Q4 98. Regards, Kash