Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (58084)	5/13/1999 10:17:00 PM
From: Gary Ng	Read Replies (2) \| Respond to of 1573207

Pravin, Re: I hope I'm wrong, but I expect a pre-announcement soon. Do you know what would be the criteria for AMD to pre-announce ? Intel's is easy to follow but I have no idea what AMD would consider before they pre-announce(good or bad). Gary

To: Pravin Kamdar who wrote (58084)	5/13/1999 11:20:00 PM
From: kash johal	Respond to of 1573207

Pravin, Regarding bin splits and Celerons. Well thats really tough to call. Whenever I have done a walkthrough I have tended to see primarily 400 and above systems from both Intel and AMD. Cyrix has completely gone away except for the e-machines and occasional Compaq machine with an MII 300. So I think that Cyrix has dropped rapidly from 15% market share in Q4 98 in retail to possibly 5%. I agree that Celeron is more visible but AMD has also crept into the direct space with Cybermax, CPQ and Gateway of course. I see 4.5M as the low end for AMD and 6M as high end. However even with sales of 6M I tend to see sales of much less than $500M. So with $820M breakeven we must be looking at a loss. Worst case with 4-4.5M units sold and a $84 ASP the loss could be another $100M. So I tend to agree with you that Q2 will likely be much worse than the $0.20 loss the analysts are forecasting. Regards, Kash