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

To: Goutam who wrote (81879)	12/3/1999 11:17:00 AM
From: niceguy767	Respond to of 1572899

Hi Goutama: Couldn't agree more. Regardless of Athlon's here and now profitability, AMD at $30 will look awfully cheap 1 year from now, if current impressive gains in market share by the Athlon are any precursor of future events.

To: Goutam who wrote (81879)	12/3/1999 12:16:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572899

Goutama, <The current theme is to give all the credit for any AMD breakeven possibility to Flash Memory business and discredit the CPU side of the business.> This view is not just on this thread. A lot of analysts, especially the ones down on AMD share this view. I can understand where this comes from and I think that thought process shows a thorough misunderstanding of the semiconductor industry dynamic. This is a high fixed cost, low variable cost business. Huge money can be made by either increasing units or increasing ASPs and AMD is about to do both. Barring any unforeseen production problems, this puppy is going to explode. Chuck

To: Goutam who wrote (81879)	12/4/1999 2:10:00 AM
From: Kenith Lee	Read Replies (1) \| Respond to of 1572899

The current theme is to give all the credit for any AMD breakeven possibility to Flash Memory business and discredit the CPU side of the business. I don't mind if this is what the market thinks at this point. This will lead to more up side in January when they realized that the amount of increase in flash sales (quarter to quarter) is less than the profit. I wonder what they will say then. My only worry is Jerry may cook the book and roll some of the profits/sales to next quarter to smooth out the growth.