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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (77667)	10/29/1999 1:29:00 AM
From: Goutam	Read Replies (3) of 1571427

Ted, re: <I'M NOT SO SURE THAT WILL HAPPEN; I DON'T KNOW IF THIS HAS BEEN POSTED PREVIOUSLY, BUT ITS CALLING FOR INCREASES IN FLASH PRODUCTION BEYOND 2000: > I agree with Chuck, that Flash glory days may be limited to one more year, because every Flash manufacturer is rushing to increase the capacity by a great amount. But, the huge demand for Flash couldn't have come at any better time than this for AMD. During this Athlon ramp up, Flash demand and revenue is going to help AMD financially as well as improving the fab capacity utilization, immensely. I recall from the AMD conference call, there was a mention of further low double digit growth in the Flash business in Q4'99 . My impression is that it could easily be in the range of 25% - 35% ($250M - $270M in Q4'99 vs $206M in Q3'99). Regards, Goutama

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