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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (100833)3/29/2000 10:40:00 PM
From: Windsock  Read Replies (4) of 1573855
 
Petz - Re:"Here's why AMD is a screaming buy. Take a look at the table"

Your analysis ignores a critical issue. When Dresden starts shipping revenue product then the depreciation for the fab starts. Dresden depreciation will be at least $100 million per Q or about $0.60 per share.

Earnings will suffer enormously and AMD may even reverse to a loss... again. What happens to the AMD stock price if this happens?
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