Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joey Smith who wrote (5316)	2/8/1997 11:46:00 PM
From: AK2004	of 1583127

Joey I would appreciate the reference to that article about laptop Klamath. The upgradability in hardware but like I said I am not an expert in the field so I do not even know what it means. Intel might hit $200 or it might not -- what I said it will not hit it just because of servers. I agree that for 97 servers are intels game but I strongly disagree about valume production. Research on amd shows that if everything goes well over 2 year period amd might ship upto 35M chips. That is upto $20B in revenue which is 4+ times the current market cap of amd. BTW recent most positive recomendation from H&Q that everyone refers to nower days is quoting 12M target of $185. Considering volatility of the stock I am surprised that they confirmed their "buy" on it since the price target feels like a "strong sell" (you know, risk adjusted discounting and such). And I am giving intel benefit of the doubt since acording to some of the intel holders by the year 2000 intel is going to own everything on this planet.

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