Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (31585)	4/9/1998 1:36:00 AM
From: StockMan	Read Replies (3) of 1571934

Nus, Re -- Opinions please. Okay. If AMD can produce 12M by year end, then they would produce 10.5M in the next 3 Q's at an ASP of $100 (IBM really gets these things at cost, because IBM does the package and test), that would give AMD revenue of 350M in revenue/Q. (we are only considering CPU revenue). AMD also said that they need 700M revenue to break even. Therefore 350M + 350M from other products (flat revenue). AMD will at best breakeven for the rest of the year. Therefore AMD will have .39 loss for 1998. At an estimated P/E of 20, AMD should be -$7.8. Thus AMD should pay each of the shareholders $7.8 for standing by AMD. Stockman

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