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

To: ericneu who wrote (82258)	12/7/1999 8:50:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1574060

Hi eric: Thanks for asking. His projections match up with what seems intuitively obvious to me. (As is apparent, I'm not a tech guy, but I have a fairly good record for picking off trends). I haven't had a chance to compare 99Q4 flash memory revenues with 98Q4, but I'd be surprised if growth wasn't 30% minimum. Add in additional planned production from Austin plant in Y2000 and price increases and the fact that the cell phone demand is unlikely to do anything but increase and I don't have a lot of difficulty arriving at $2 billion with or without Dan Niles. Dan niles comment just reinforces for me that which is intuitively obvious! Dan Niles said, according to my research, that flash memory growth is anticipated at 70% qtr. to qtr. With a doubling in production facility, I don't see why this is so hard to accept, particularly with existing infrastructure at Austin, already in place. No hype here, just my interpretation of the hard data that I have in front of me! Thanks again for asking. I'm still stuck on $2 billion until someone can tell me, rationally not emotionally, why that won't happen given the scenario I have attempted to clearly present!