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Politics : Formerly About Advanced Micro Devices
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To: Pravin Kamdar who wrote (82144)12/6/1999 8:39:00 PM
From: niceguy767  Read Replies (1) of 1574031
 
Hi Pravin:

Thanks for your insights on falsh bit production. Management is projecting 70% qtr to qtr flash bit production increase by utilizing Austin fab space vacated by the MPU division. I stress the 70% is qtr to qtr, not yr to yr, which could conservatively result in revenues of $2 billion for this segment in Y2000 I would think. Coupled with Athlon and non-Athlon revenues totalling $3 billion, Y2000 looks like a potentially break out year for AMD.

Not to quibble about the underlying assumptions at this time as much uncertainty does exist! It's your end out of $250 that impresses me. I'd be happy with $100, but the funny thing is all my "outcomes" based upon assumptions arising from the past 6 months do end up with an expected AMD price in excess of $200, assuming normal market conditions, by the end of Jan. 2001 (i.e after release of Y2000 earnings)!

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