Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mani1 who wrote (93750)	2/17/2000 7:48:00 AM
From: niceguy767	Read Replies (1) of 1573578

Mani: Re: "Pricewatch advertises a 800 MHz Athlon for only $569 available "WEEK OF 2/28". I guess another round of price cuts is coming.Does not sound like good news but I think AMD is now shipping at rate close to 2 million per quarter." Comment (1): Looks like AMD is trying to raise the "sweet spot" to the 700 to 800 MHz level where competition seems to be thin...If successful in this strategy, demand for "spry Athys" will explode at about the same time Dresden production comes on stream...Once again, exceedingly well planned by management! Comment (2): Should AMD ship 2 million "spry Athys" at $225 in Q1 (not what you said, but possible given GTW rumoured doubling of orders, HP's growing presence and booming ASIA market), ASP's would surpass $1.00, resulting in Q1 earnings of over $1.00 assuming a flash profit contribution equal to Q4!... I'll say it again...If 2 million "spry Athys" in Q1, then Q1 revenues will break the $1 billion barrier and Q1 eps will exceed $1.00! (I think even Paul is beginning to understand the significance of the "spry Athy" phenomenon as he seems to have backed away from our earnings related bet!)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next