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


To: ptanner who wrote (88217)1/19/2000 6:28:00 PM
From: Process Boy  Respond to of 1578593
 
pt - <Yes, agree. It is interesting they are NOT talking about being aggressive in pushing the MHz race. >

I believe you all will still be astounded by the end of the year where one or both of these companies will be MHz wise. Believe me, there is still an MHz race.

They may just see it like I have been saying; it's going to be close for the foreseeable future.

PB



To: ptanner who wrote (88217)1/19/2000 6:35:00 PM
From: Goldbug Guru  Read Replies (1) | Respond to of 1578593
 
I think is time for all Wall Street analyst to come clean & give a real honest opinion on this great company AMD. This company has already taken a huge chunk of intel's market share, with today's blow out #.... I EXPECT MULITPLE UPGRADE FROM DIFFERENT BROKERAGE FIRMS TOMORROW. I like intel & AMD, but AMD seems to have the upper hand over intel.



To: ptanner who wrote (88217)1/19/2000 7:41:00 PM
From: Dan3  Read Replies (2) | Respond to of 1578593
 
Re: It was interesting they plan to leave the K6 behind by 4Q00 ....

Yep, and look at where that leaves us:
Message 12446666
(Posted January 3)

Here's a possible scenario for AMD in Y2K:

Millions of units:

T Q1 Q2 Q3 Q4
K7 2 4 6 8
K6 5 4 2 0

K7 ASP $150
K6 ASP $60

Costs:

.9B 1.0B 1.1B 1.2B

Flash Sales $1.5B
Com and Misc $0.5B

Earnings: $1.4B
EPS for Y2K: $9.30
Stock price: $280

Regards,

Dan