Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (85800)	1/7/2000 2:45:00 PM
From: Cirruslvr	Read Replies (2) of 1572918

Kumar thinks Q4 may have been close to 1B! New article about Kumar's projections - zdii.com But his earnings estimate is only for $0.05. He is predicting 920K Athlons at a $288 ASP. His breakeven for AMD must be VERY high, much higher than what AMD said to expect (850M). Does anyone have Kumar's report? I know some of the people who read this thread get analysts reports... According to the article, the report is titled - "Does Jerry have his mojo back?" Yeah baby, Yeah! ;)

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