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

To: Dan3 who wrote (81246)	11/28/1999 2:20:00 PM
From: kapkan4u	Read Replies (4) \| Respond to of 1572510

I just talked to a Dell saleswoman. XPS B733 systems ordered today will ship "after" Jan 6. I asked about 700MHz. And she said "about the same". Kap

To: Dan3 who wrote (81246)	11/28/1999 3:12:00 PM
From: niceguy767	Read Replies (2) \| Respond to of 1572510

Hi Dan3: Thanks for the overview on AMD fundamentals. Looks like a reasonable roadmap to me particularly inasmuch as the Athlon is curently readily available as in "fait accomplis" unlike its "some-time-in-the-future" would be competitors! Have to admit, though, as much as I like your $65 billion AMD market valuation by Y2000 year end, it's off the upper end of my range of value...And to think, elmer thinks I'm optimistic with AMD price projections of $48.25 (mkt cap = $7.25 billion)in January and $63 (mkt cap = $9.5 billion) in April based upon technical analysis and supported by the possibility of a $1 billion 99Q4 revenues and $2 billion 2000Q4 revenues. I thought those leaps looked good based on my overview. With an M.V. of $65 billion, I think we're talking megamultiples!