Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (125216)	10/3/2000 7:40:39 PM
From: Petz	Read Replies (3) of 1579752

greg, I agree with you 90% and thanks for the comments. o AMD's engineering takes credit for the improvement o Intel's top management takes the blame for decline o AMD needs further growth to achieve "critical mass." You defined it in terms of full use of Dresden. I would define it in terms of market share. If AMD has at least 25% market share (20% in $$$, 25% in units), then AMD could withstand a recession without fear of going under; indeed with that much market share, they might even survive a recession without a single losing quarter. If I quibble at all, its with the 8% return on assets number. If AMD makes the expected $2.50 this year, ROA will be 19%. The 8% number is based on trailing 12 months earnings, which still includes the loss in Q3'99. Petz

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