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 (81184)	11/27/1999 9:03:00 PM
From: niceguy767	Read Replies (3) of 1572637

Hi panic mob: I'm with you...an all-time high (i.e above $48) and revenues above $1 billion...Even more optimistic, from an AMD investor perspective, are the prospects for the Athlon in Y2000 with Dresden coming on stream. At capacity, Dresden can produce a minimum of 25,000 Athlons annually,if memory serves me correct (5000 wafers/week). Given what appears to be exponential growth in demand for the Athlon (GTW and Dell rumours abound), Y2000 could easily see 10 million Athlons shipped which translates into a "heady" Y2000 EPS when one adds in 70% qtr to qtr increase in flash bit production through Y2000. Hey panic mob...new all-time high in January?, above $63 in April?...Not really all that difficult to imagine...This Athlon is "the better mousetrap at the better price" and the marketplace is just beginning to twig to the notion that AMD, has learned from its past mistakes, and can meet the exponential growth for the Athlon with the increased supply capacity at Dresden. Gotta love AMD management's foresight here with the shift in production to Dresden and resultant increased flash bit production capacity in Austin... AMD just might make the Harvard textbook case study group as an example of outstanding management direction and decision making! Who would ever have thought in June '99 with revenues around $650 million that AMD might break the $1 Billion dollar barrier in 99Q4? Absolutely astonishing to think that this outcome could occur in a short span of 6 months! Testimony to the superior architecture of the Athlon "the better mousetrap at the better price".

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