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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST

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To: andreas_wonisch who wrote (5300)8/16/2000 8:07:20 PM
From: GoutamRead Replies (2) of 275872
 
Andreas,

Thanks for your summary of the ON24 - Jerry's Interview.

> 5 billion revenue this year (3.0 from microprocessor, 1.5 from flash)

Did he say $3.0billions revenue for this year from just the Microprocessors, or from the CPG?

If his revenue projection is just from the microprocessors, then it'd translate into about $2Billion CPG revenue in Q3+Q4 compared to $1.311B in Q1+Q2. That'd be about 53% increase over Q1+Q2'99!

If he meant CPG, then it'd be $1.69B in Q3+Q4 vs $1.311B in Q1+Q2.

$1.5B revenue from flash means he is expecting about $810Million Flash revenue in Q3+Q4. Flash revenues were $689Millions in Q1+Q2.

Goutama
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