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: Maverick who wrote (74523)	10/7/1999 2:12:00 PM
From: Charles R	of 1576178

<Cash dropped 42% to $377M.AMD used $1.5B to make K7.Where's money for K8 ? Excerpts of AMD Chipping Away Its Losses By Brian Graney (TMF Panic) > This is a well written article and highlight the issues facing AMD very well. The one problem I see is that it talks about current/past problems and does not address the impact of what is being done to fix this. Three significant things from yesterday's conf call: 1. Assuming AMD can ship 800k Athlons in Q4, the cash flow will start creeping back up again. (incremental 600ku @ $250 should generate in excess of $100M in cash assuming approx $100 per unit in marginal costs) 2. Any kind of Dresden deal (even an unfavorable one) would materially drop the burn rate. 3. Selling off the Comms divison should raise close to $500-1B (@2-4x sales which is extremely low for the comms guys). Expectations are being set for Q1/Q2 of next year but I would be surprised if the discussions haven't already begun. Other smaller things that would help are that were covered in the conf call are: - Pushing out expenses - starting flash in Fab25

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next