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

To: Jim McMannis who wrote (79528)11/11/1999 7:01:00 PM
From: Tenchusatsu  Respond to of 1572529
 
<Maybe Dells' not too happy about high speed memory prices...ie..RDRAM.>

Jim, Dell's "memory problem" was the big spike in SDRAM prices that occurred this year. That has little to do with RDRAM, although I'm sure the anti-Rambus guys would disagree.

As for Dell's consideration of alternative processors, if anything I'd expect Gateway to return to AMD before I see Dell trying AMD for the first time.

Tenchusatsu



To: Jim McMannis who wrote (79528)11/11/1999 7:07:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1572529
 
Jim,

It would be great if Dell got on board, but even without them, if AMD makes just over 1 billion in Q1 they would have a profit of $1 per share. Applying a PE of 20 yields a share price of $80. With FLASH exploding, K6x sold out, Athlon ramping nicely and showing market acceptance I do not see how this is not a lock (barring unforeseen events!).

Pravin.


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