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

To: d e conway who wrote (58122)	5/14/1999 10:50:00 AM
From: kash johal	Respond to of 1572629

Dan, Re,"Stating the obvious...significant yield improvements could alter your analysis upward." Well in my best case 75% of the k6 volumes was 400Mhz and above. Even with 6M units shipped I get $530M as CPG sales. So it would appear to me that we are easily looking at fairly significant lossess. This will be no big deal as long as they guide the analysts properly. If they keep talking about yield improvements but don't talk about the ASP drops then there will be a big negative surprise. The only way to get the ASPs up is if they ship a whole lot more K6IIIs as part of the blend. Regards, Kash