Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (82252)	12/7/1999 5:32:00 PM
From: tejek	Read Replies (1) of 1574710

RE <<<What is your estimate for flash memory revenues in Y2000 then?>>> Not 2 billion, niceguy. You have made some aggressive assumptions: that flash will be up 70% sequentially because even though in the CC AMD said 30%, the new plant expansion signals a greater increase. That assumption has less than a 50% chance of being correct. And because Dan Niles concurs does not make me feel better....analysts are as wrong as they are right....why do you think there is such spread in terms of eps estimates for this quarter? Having said that, you have every right to believe in your numbers but what I object to is when you hype them over and over again on this thread as if they were fact. They are one person's estimate....yours. Sometimes I sense with your posting that if you say it over and over, it will come true. Lots of luck on that one. ted

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