Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Joe NYC who wrote (21677)	12/6/2000 3:11:38 PM
From: Dan3	of 275872

Re: Hmm, 50% revenue increase in 6 months sounds very good. Be sure to include the phrase run rate - I wouldn't expect quarter totals to be quite that good, but I expect that their revenue share on a daily basis will be up about that much at the middle of next year. It will take time for notebook and MPU/server/corporate sales to ramp up. It's Good, but since the total value of this market will likely drop by 10% to 25%, it's not as good as it would otherwise be. The main thing is that all "boom lowering" is being done by AMD - and if AMD can raise revenue and profits under these market conditions, they may finally get some real respect from wall street. Regards, Dan

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