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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (69960)8/26/1999 11:47:00 AM
From: DRBES  Read Replies (3) of 1572149
 
re: "To: +Charles R (69954 )
From: +kapkan4u Thursday, Aug 26 1999 2:56AM ET
Reply # of 69976

<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."

HMMMMMM? Seems that I have seen something like this said in a number of my earlier and much earlier posts. GLOAT! GLOAT! GLOAT! GLOAT! GLOAT!

Regards,

DARBES
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