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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.76-1.1%Nov 21 9:30 AM EST

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To: Pravin Kamdar who wrote (64890)12/3/2001 11:41:30 PM
From: Dan3Read Replies (2) of 275872
 
Re: We could be looking at $1.50 per share in profit in Q4 one year from now

It's starting to look a lot like the .25 to .18 transition + Athlon, isn't it?

The interesting thing is, if 6 million hammers take as much space as 9 million Thoroughbred/Bartons, but they have 4 million Durons fabbed in Taiwan, they will have about 50% of the market, with the costs of 1 FAB. Intel would have the other 50% of the market, while trying to carry 4 times the costs.

I don't think Intel will be able to bomb prices next year...
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