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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (79943)	11/15/1999 3:07:00 PM
From: Charles R	of 1581250

Yougang, <Currently, AMD (AMD & Fujitsu) has surpassed Intel as the number 1 producer of flash. This quarter, we estimate AMD will have flash sales in excess of $260 million, and will be on a $1 billion run rate for the next 2-3 years. Courtesy of Albert:> Pretty balanced report overall except the financial angle. It beats the heck out of me how one can have revenues north of 900 and profit of 0.02. Even if you take $850M as the breakeven and take $63M ($913M-$850M) at 30% incremental GM one would get north of 10 cents. I just posted a lengthy post to Cirruslvr about my expectations on Q4. Flash could make the situation even rosier than I was saying. Cheers, Chuck

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