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

To: Gary Ng who wrote (50965)	2/25/1999 1:38:00 PM
From: Jim McMannis	Respond to of 1572141

Gary, RE:"Now I am puzzled. With the right production in volume and you still expect they are going to lose 2 quarters ?" ---- 1. AMD really isn't going to have great volume on the K6-III until next quarter. 300k this quarter will help but remember that AMD has had to really drop K6-2 ASPs to OEMS to combat the Celeron price cuts. The K6-2-450 is coming late too and with the Celeron 433 around the corner don't expect that the k6-2-450 will be selling for more than $150-160 shortly after we see the Celeron 433. Also there are only a few more weeks of sales left in the quarter. So maybe AMD breaks even. That's my best guess. 2nd Qtr. should be better with better volume on the K6-III and K6-2-450. Don't know how you think that is losing 2 quarters. Jim