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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (88822)1/22/2000 12:38:00 AM
From: greg nus  Read Replies (2) of 1572850
 
Petz I don't think AMD earnings will turn down. let's say they earn .40 to .45.in qtr 1/00. With more a's and less k's the mix gets sweeter. But nothing raely happens untill Dresden production kicks in. One analist asked Sanders when he expected A's to cross over K's and he answered not before the third or fourth QTR. until then AMD will thread water, above the surfce this time not below. The street will not give AMd a pe of 50 thats intels rating. So without significant increases in production where will the suprise pop come from. Sale of Coms has got to be discounted in already it's been anticipated long enough and at best is a one time pop that does not increase growth or pe. Here is something elese to condsider. Go back and listen very carfully to the cc. An analist questioned Jerry about this qtr's sucess. Jerry stated he did not expect next Qtr to be stronger an this for seasonal reasons, He said AMD dug deeply into K-6 inventory, I took that to mean almost sold out of inventory that may have been manufactured in prevoius qrt. Aslo Sanders said AMD expects to make 25 million chips in y2k., well at 6 million an analist pointed out AMD is already at or close to the 25 million run rate. So please tell me where the big increase in chip volume will come from prior to Dresden letting loose?
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