Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: xun who wrote (79540)	11/11/1999 9:30:00 PM
From: Charles R	Read Replies (3) of 1574096

panic_mob, <Jerry said AMD flash business alone worth the current market cap. > I agree with that statement. I have said this on this thread before. I don't think the market will give the flash division the right valuation as long as it is under the shadow of the cpu biz. The flash guy giving a presentation today may be a sign of things to come. I wouldn't be surprised if AMD spins off flash in Q2. That could be a huge bonus for AMD longs. The chain of events that I think are highly likely are: - Q4 Dresden partner (reduce debt) - Q4 profits (reduce debt) - Q1 Networking division sale - Q1 HUGE Profit (reduce debt) - Q2 Flash spin-off - Q2 HUUUGE Profit (reduce debt) Chuck

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