Formerly About Advanced Micro Devices Message Board

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (119944)	7/10/2000 3:39:26 PM
From: niceguy767	of 1576197

Jozef: Re: (1) Our due diligence, to the contrary, suggests that Dresden is now running at 2,000 starts per week (not the per month mistakenly placed in last week's note). Yields are running progressively higher and speed grades of processors produced now routinely exceed Austin, TX's Fab 25. (2)Combined with benign to improving Flash contract pricing and banner accomplishment in x86 processors, rapid capacity gains set the stage for significant upsides to our 2001 estimate. As opposed to the $6.2 billion in revenues 51% gross margin and $6.25 per share we're now modeling, we can easily envisage revenues pushing $7 billion, gross margins 60% and earnings double digit - after tax. (3)AMD Exploiting Microprocessor Boom Comment: DRBES and Dan3 where are you??? Your estimates made in '99 may even fall short in reality!!! Tooooo Much!!!!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next