Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.32

-0.2%

Dec 30 3:59 PM EST

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To: pgerassi who wrote (48173)	7/18/2001 2:28:46 PM
From: Paul Engel	Read Replies (1) of 275872

Re: "If AMD sells 4 to 6 million additional Durons in Q3, Intel will lose about 4 to 6 million is Celeron, P3, and P4 sales. Thus, AMD would sell 12 to 14 million CPUs while Intel would sell only 20.7 to 22.7 million CPUs. AMD market share would be 35% to 40% WW. Since $45 is above marginal cost, AMD would increase both profits ($100 to 150 million) and sales ($180 to $270 million) while, Intel would see decreases in both to the tune of $400 to $600 million making for operating losses in 3 to 6 cent range." AMDroid fantasy - or AMDenial?

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