Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.04

+0.7%

Dec 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: niceguy767 who wrote (58354)	10/11/2001 7:32:05 PM
From: wanna_bmw	Read Replies (1) of 275872

Niceguy, Re: "INTC's claims of success associated with the much ballyhooed fastest rampup in company history of the P4...20 million units in Y2001...Joke!!!" I guess you didn't see my last response to this. Here are AMD's quotes from last year that were made around the same time as Intel's 20 million P4 estimate. These are the BIGGEST JOKE!!! "Amd expects chips prices to firm up.. but AMD expects duron prices to have to decrease but AMD will not discount their duron processors to hide lack of UMA chipsets.. AMD will not compete with Duron in 399 or 499 $ systems." "Duron can reach clock speeds equal to Tbirds. As gate dimensions are driven down technology is introduced in Tbirds first.. 900 Mhz Durons will be provided by year end and 1Ghz Q1 of 2001" "25-30% semiconductor growth possible next year.." "In 2001 , my expectations, growth will be in high teens.. " "Outlook is good to grow substantially and earnings per share WILL GROW AS FAST AS REVENUES GROW!" "I don't forsee management selling at 9 x earnings, this is an excellent buying opportunity." "People will begin to see that AMD is an incredible value" "Realities are, where we are in the cycle ... huge growth next year, maybe 25-30%. Cycle is not on the back half here. People with the most desirable products the most successful. Very strong demand for AMD Flash, 2001 will be extremely strong, hard-pressed to meet demand." "we expect to introduce both the Palomino and the Morgan in First Quarter" "To put this in perspective, in January, when we announced our results ... people asked if we're comfortable with a $5 share in earnings ... we said yes ... we're still comfortable with the post-split $2.50." jc-news.com wanna_bmw P.S. Intel still has a chance of selling 20 million Pentium 4 CPUs this year. AMD sure as hell won't reach their growth estimates.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next