Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Yousef who wrote (40287)	10/29/1998 1:05:00 AM
From: kash johal	Read Replies (2) of 1573366

Yousef, >re: If your cost numbers are true, why wasn't last quarter a "Rocking >Quarter" for AMD. BTW Kash, 1 cent/share ISN'T "Rocking" ... >unless ... Your stock is at 50 cents/share, IMHO. You are well aware of the fact that fixed costs make a huge difference in this business. AMD went from losing $100M to breakeven in 90 days. As their volumes ramp up another 30% plus this quarter you will see a rapid change in the profits. By all accounts demand is good for both Intel and AMD, particularly at lower speed grades. Intel may well beat estimates this quarter ( I hope they do), AMD is positioned to SHATTER estimates of $0.08 per share, particularly with the rapid ramp up in Speed Grades. Kash

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