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


To: Jim McMannis who wrote (59582)5/25/1999 12:40:00 PM
From: kash johal  Respond to of 1585826
 
Jim,

Re ASP's

My expectation is in the $80 to $85 range with 5.5 M units.

It is encouraging that the K6III's are out there in good volumes with talk of imminent KIII 500's.

It is very discouraging that Gateway/IBM/HP haven't picked up the K6III's yet.

As the K6III is meant to be the mainstream processor next quarter they better get some OEMS soon IMHO.

Bottom line is still a $30-40M loss unless something major happens like dresden wafers start rolling out soon.

Regards,

Kash