Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (109523)	5/5/2000 10:31:00 PM
From: kash johal	Read Replies (5) of 1577223

Dan3, re:"Seriously, if things continue to move along nearly as well as they have been (at this point, AMD could absorb a minor problem or moderate delay) I really expect profits for 2000 to approach $10 a share (very roughly $1 + $2 + $3 + $4) and the share price to approach $300. That's still only represents a market cap of about $50 Billion. Intel currently has a market cap of over $400 Billion - $50 Billion market cap for AMD should be achievable by year end." Well lets assume that Intels gets REAL agressive on low end. Lets assume that timna will be in plastic BGA and NOT socketed. Intel decides to sell a MB/CPU for say $80.00 ( timna cost of say $25 plus $20 fro board and misc components). This would still be a pretty good margin of 40-45%. AMD will have to sell Durons for $XXX + MB say for <<$80 to be competitive. Voila.......Houston we have a problem. If $XXX is sub $30 each duron will have some of mine and your dollars attached to it. regards, Kash

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