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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (82252)	12/7/1999 5:21:00 PM
From: kash johal	Read Replies (1) of 1573949

Niceguy, Re:"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)." You are basically wrong on all counts. Flash growth quarter to quarter will be mid-high teens per conf call and NOT 30%. Niles may have been commenting on bit growth. The company has stated it expects 70% yr on yr growth - PERIOD. Dresden capacity for flash is not freed till end of 2000- PERIOD. My advice would be to do some better research and post fewer RAH RAH cheerleader comments - frankly they are getting old and annoying. regards, Kash

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