Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

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To: Cirruslvr who wrote (48698)	7/23/2001 12:49:59 AM
From: Dan3	Read Replies (3) of 275872

Re: the bottom line is the fab has to be planned YEARS in advance. Yes, but you seem to be under the impression that it has to be paid for years in advance. AMD has been doing pretty well lately paying about half before production starts and half after. That gives them 3 more years to accumulate $1.5 Billion. If earnings are as low as zero for a year, they are accumulating cash at a rate of about $700 million per year through depreciation, any reported earnings at all and they are accumulating cash even faster. Who the hell are you trying to fool?!?! I bet there is not one person at AMD who doesn't want higher ASPs They'd love higher ASPs, but they can execute their business plan at $75. And that includes continuing to fund and build new FABs and taking 30% market share. All at $75 ASPs. If AMD pumps out 6 million morgans from Austin and 9 million Athlon MPs and Athlon 4s from Dresden in each of the first few quarters of next year at $75 ASPs, add in a few hundred million in revenue from Flash, embedded, and com and AMD is in hog heaven with record revenues and profits.

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