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Politics : Formerly About Advanced Micro Devices

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To: GST who wrote (90405)1/29/2000 5:23:00 PM
From: niceguy767  Read Replies (1) of 1573925
 
Hi GST:

AMD currently has a product mix second to none...It has the world's superior microprocessor in the Athlon which is destined for 12.5 million units shipped in Y2000 comparing very favourably with the 1 million shipped in Y99 according to Salomon Smith Barney and its flash memory product is now sold out for Q1.

Q4 earnings commentary suggested that the Athlons shipped in Q4 accounted for over half of the sequential growth in revenues by over $300 million...Imagine what incremental revenues (and profits) are likely to derive from an increment of 11.5 million Athlons in Y2000...Yes AMD is way undervalued at $35!
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