Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 162.86

-0.9%

11:57 AM EST

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To: Gottfried who wrote (9290)	1/17/2001 11:25:14 PM
From: Zeev Hed	Read Replies (2) of 10921

That is quite a lot, too bad they did not compare it to last year, but I doubt that last year AMD spent more than $1 B on capex. Where do they get the money? They do not generate 32% margins. If sales increase, they'll need more working capital to support those increases, they generate about $600 MM a year in amortization, and their profits are not going to reach the $700 MM mark, so, they'll need to borrow some $200 MM, unless they want to deplete cash. It is feasible, but quite risky. On the other hand, Sanders has that burning fire in him to beat INTC, and that might be a sufficient drive. Zeev

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