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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (82249)12/7/1999 5:13:00 PM
From: niceguy767  Read Replies (2) of 1573988
 
Hi tejek:

What is your estimate for flash memory revenues in Y2000 then?

99Q4 revenues are expected to increase by 30% over 99Q3 are they not? AMD has announced plans to expand production aggressively have they not? Dan Niles, a respected analyst, has been quoted saying that flash bit production is expected to increase 70% qtr. to qtr., has he not?

If the foregoing statements are true, then how does one not arrive at $2 billion in Y2000 revenues? (Don't forget all that additional capacity that gets freed up in Austin with the transfer to Dresden of the MPU production).

Please let me know where my logic fails as, if you can identify the flaw, I may have to reign in, only to a small degree though, my AMD bullishness!
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