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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (80737)11/22/1999 5:08:00 PM
From: niceguy767  Read Replies (3) of 1573197
 
Some analysts won't be convinced that a "paradigm shift" has taken place until AMD price confirms the "paradigm shift" by a close above $63.

Too many positive indicators wrt the Athlon and flash demand to keep the reigns on AMD price for much longer.

Americans want the best and will buy the best. My guess is the Athlon is the best. Looks to me with the likes of Compaq and IBM behind the Athlon and with mobo production expanding that in the near term AMD can sell as many Athlons as can be produced...I'm thinking my 1 million guesstimate for Q4 Athlons and $0.31/sh may be a tad low...Could Q4 be AMD's first $1 billion quarter? I wouldn't bet "the farm" against that possibility!
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