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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (68610)	8/12/1999 9:39:00 AM
From: DRBES	Read Replies (2) \| Respond to of 1575517

I believe that I have figured out (or is it fingered out) iNTEL's grand strategy. I hope to reveal it to this tread by 3:00 PM EST today, POSSIBLY EARLIER AS MY SCHEDULE PERMITS. sTAY tUNED!!!!! Regards, DARBES

To: Pravin Kamdar who wrote (68610)	8/12/1999 1:06:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575517

<However, I think the market will only be able to consume about 4-5 million Athlons per quarter by the end of next year. This leaves capacity for maybe 5 million K6-III running at 600-750 Mhz in 0.18u copper.> So four million Athlons in one quarter @ $200 ASP will lead to $0.8 billion. Tack on $0.5 billion from non-CPU sales (I think your $0.9 million figure was too high) and another $0.5 billion from the five million K6-III's @ $100 ASP. That will leave revenue of $1.8 billion. Assuming your $1.2 billion in expenses, that's a WAG of $600 million in earnings, or $3 a share. And with a multiple of 20, the share price could go up to $60. This is perhaps the best-case scenario. Of course, everything hinges on both production volumes and ASP once again. Tenchusatsu