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Politics : Formerly About Advanced Micro Devices

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To: chic_hearne who wrote (100470)3/28/2000 3:15:00 PM
From: that_crazy_doug  Read Replies (1) of 1572969
 
<< This is my point. I'd rather see $.75 this quarter followed by $1.00 next quarter, as opposed to seeing $1.00 this quarter followed by $.75 next quarter. Even though both quarters would total $1.75, I'd like to see the quarters keep getting bigger. I think wall street would pay attention more if AMD went this route. You can only get so creative in your accounting though. >>

I agree, but I think AMD is more likely to get $1.50 in Q2 if they get $1 in Q1 than the reverse. Once Thunderbirds and Spitfires come in socket packages instead of slot packages, I'd expect costs to decrease. Unless Intel gets a large quantity of 1 ghz P3s from somewhere, I'd expect AMD to push the sweet spot up even higher, and have significantly increased earnings.
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