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

To: RDM who wrote (51811)	3/7/1999 8:57:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1572604

Re: "If AMD book to bill ratio is really above 1.0 for March then they will most likely have more revenue this quarter than last. If they have a loss it must be because their cost is increasing. This increasing cost is possibly an increased "cost of sales" due to building and shipping more parts or more costly to produce parts than in the past. " The K63 being a larger die results it lower capacity, depending on the wafer start mix. One could speculate that they may be scrapping a lot of wafers. Also material 350Mhz and below is almost a write off at this point. AMD warned of a loss for Q1. I don't think they did that without good reason. EP