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Politics : Formerly About Advanced Micro Devices

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To: Andreas Helke who wrote (475)6/24/1996 8:38:00 PM
From: Dean Amo   of 1586777
 
AMD's other markets (networking, pld's, communications, flash) are all areas that are growing fast. Their share in these markets by the year 2000 will allow them to easily pull in 4 billion even without the CPU market.

I saw a mean earnings estimate for '97 and it was around $1.80 a share. This would easily support a $30+ price range.

AMD has hit $31+ every year since '93. already happened in '96 will happen again in '97.

AMD has already competed with Intel in the 486 market and has done very well. There is always a demand for low end computers. AMD is now filling that role with the K5. AMD WILL capture some of Intel's profits in '97 with K5 & K6 sales. I have always run AMD cpu's and have never had a problem, and the performance always seems better than a comparable Intel part. I am now running a AMD 5x86-160Mhz(fast 2MB video, and lots of ram, 9ms HD) and have no problem running any of the software out there today. I have a pentium-120 at work (slow HD, 1MB video, only 16MB RAM) The whole "feel" of my AMDX5-160 is much faster than the pentium. The price I paid for the motherboard(new) was $135 at a computer show. A pentium-120 motherboard would have cost me over $350 then. There is room in the CPU marketplace.(in fact vendors don't like being told what to do by Intel)
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