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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (29318)3/2/1998 9:55:00 PM
From: StockMan  Read Replies (1) of 1572559
 
Bill,
Re -- I do not think the $100 is realistic. There will never be that much money on the table left by intel. I see a rise by AMD to the 25-35.

Facts are facts. AMD is slated to produce 4M next Q, and increase production output with IBM deal to approx 8M by Q4 98. Since the overall market is for 25 M/Q, that should give AMD a 30% marketshare by Christmas.

Based on the above facts, $100 for AMD stock is conservative.

Stockman
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