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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (97677)3/9/2000 7:53:00 PM
From: niceguy767  Read Replies (1) of 1571040
 
John:

Re: "Plans to engage with a partner to share capacity and costs of the new Fab 30 in Dresden are being re-evaluated. Simply put, the company is significantly more confident
it will fully utilize the facility as it ramps over the 18 months beginning 2Q2000 than it was last year when the plan was hatched."

Comment: Sounds like Dresden is AOK and that MSFT xbox is in the bag!

Re: "We believe the outlook for the Athlon has improved with diminishing manufacturing risks, and the company is well positioned to compete with Intel over the next several quarters. We expect to revise our earnings estimates upward over the next few days."

Comment: We expect to revise our earnings estimates upward over the next few days. BAM! BAM! BAM!
Sounds like Q1 record earnings in the bag! Anybody else think $1.00 plus is likely!
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