AMD: A thread for real AMD investors not nit-picking twits Message Board

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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits

AMD 250.10

-3.7%

Nov 4 3:59 PM EST

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To: Brian Hutcheson who wrote (62)	11/13/1998 10:50:00 PM
From: kash johal	Read Replies (3) of 254

Brian, This is great news. They should be ramped up to at least 2-3K wafers/mo by mid year or several million devices/qtr. At an average ASP of $350 they could do > $1bn in K7 biz next year. Add 20M K6's from FAB 25 at $100 and you have 3Bn in sales with close to 50% margins. So next year they should be able destroy their earnings targets. If they remotely execute we have a $40 stock next year and if they kick ass with the K7 a $100 price is not unreasonable if we get to earnings of $3-4 per share. Regards, Kash

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