Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who wrote ()	4/27/2000 9:23:00 PM
From: niceguy767	Read Replies (3) of 1575901

DRBES where are you? Dan3 where are you? Did you hear what I heard? Break even $950 million per quarter...After that a large portion of all processor revenues drop to the bottom line... Assume Q1 as base for Q2, Q3 and Q4...Q1 Athys of 1.2 million times 4 = 4.8 million...Mr. Sanders is projecting 12.8 million Athys in Y2000, that is 8 million (12.8 - 4.8) above the Q1 base rate...Assuming Athy ASP of $200 and 75% drop to bottom line, that adds additional before tax profits of $1.2 billion ($200 x .75 x 8 million) or $8.00/share...So in total before tax profit for Y2000 could approach $12.60 ((i.e 4 x 1.15 (base quarterly rate)= $4.60 plus $8.00 (incremental Athy revenues)) and that's assuming no increased contribution from flash growth! Those January 2001 calls which look expensive at the moment are going to look awfully inexpensive come January 2001 if all goes to plan! DRBES, Dan3...You guys just might be a whole lot closer to year end AMD price with your upper limit forecasts than any analyst for any major brokerage firm...In fact those analysts are beginning to look like they don't have any understanding about what is really going on at AMD!

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