Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (88549)	1/20/2000 1:53:00 PM
From: Pravin Kamdar	Read Replies (2) of 1572953

Kash, Intel is currently ramping Coppermine, but can not supply demand in Q1. AMD should be able to sell over 2 million Athlon in Q1 (with Gateway's wonderful help). I expect earnings of over $1 per share in Q1. This should force a market reaction. I am worried the most about Q2, but if AMD can deliver 900 and 950 Mhz in volume in Q2, Q2 should also be ok. Dresden should be in full swing in Q3. I expect Dell to adopt Thunderbird in Q3 and propel AMD stock towards $100 per share. Q4 should be blockbuster with SMP systems, Mustang, Thunderbird, and Spitfire all selling in volume. Pravin.

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