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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (69954)8/26/1999 2:57:00 AM
From: kapkan4u  Read Replies (6) of 1571808
 
<Do you see AMD, or any other player for that matter, having the capacity to supply 100Mu+ of microprocessors per year (growing at 20% per year)?>

FAB25 and FAB30 together can build 40M Athlons/K8s in 0.18u/0.13u in the year 2001. If Athlon retains today's speed advantage over Intel, then much of the Athlon sales will happen in the high-end with ASPs of around $200. Do revenue of $10B and a profit of $5B in the year 2001 sound dominant to you?

I will make a prediction that by the end of the year 2001 AMD's valuation will exceed Intel's at around $100B.

Kap
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