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: Goutam who wrote (91786)	2/6/2000 2:20:00 PM
From: Charles R	of 1576834

Goutama, <Look at Pat Gelsinger's statement - it was worded very carefully. From this there is no clear indication that Intel planned it's output to meet the forecasted 15 percent growth in the CPU market. > You noticed that too! It is fudge city. <Based on this statement, one can assume that AMD will capture about 8 to 10 percent from the >20 percent growth of the market.> As much as I like this to happen, I am afraid it will not. The business SKUs have simply not come AMDs way yet. Any volume picked up on the business side will be small this Q. < This would translate into an additional 2.5M to 3M AMD CPU's from Q4'99. At $90 ASP(assuming higher ASP from Q4'99), this would give about $225M revenues from the additional CPU sales! Add another $75 additional revenues from other business segments and you are looking at close to $300M more from the previous quarter or about $1 EPS from the increased sales alone!> I don't quite agree with your numbers but for a long time I have been saying AMD will have a $1 in earnings this Q and the current situation just cements that perspective. I expect see upgrades start rolling in in the coming weeks probably starting with the launch of the 850. Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next