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

To: Epinephrine who wrote (96022)	3/1/2000 1:13:00 PM
From: Goutam	Respond to of 1575173

Epinephrine, I thought since Niceguy767 was gone I would throw restraint to the wind and try to take up some of the slack and post some bullish commentary, here goes :) Great post - thanks. <------ And now AMD stands looking forward with: -An unconditionally competitive product -A broadening product portfolio to serve new market segments and by doing so significantly improve ASPs and margins. -A state of the art copper fab that will serve their growing needs for capacity and in the meantime provide potential income from foundry or partner deals -A completely independent infrastructure -A broadening array of technological allies and partners -A broadening patent and intellectual property portfolio -A Flash partnership (FASL) in a booming flash market that no longer has to subsidize an unprofitable microprocessor segment and can now contribute it's revenues directly to profit. -Improved Fab and process experience (gleaned from the hard lessons of the past) -profitability!! --------------> I agree wholeheartedly. Often, people see quarter after quarter losses posted by AMD, but fail to see the gains the company has been making to strengthen its position against a formidable competitor. IMHO, the things you listed were great accomplishments by this company and this is why I always liked Jerry Sanders. I can't imagine any other CEO pulling it off like Jerry did, given the competitive situation he had to endure. I'd add one more item to your list - increasing market share. Increased market share coupled with broadening array of products, higher capacity and healthy infrastructure will soon put this company on a track of sustained profitability. Regards, Goutama

To: Epinephrine who wrote (96022)	3/3/2000 2:21:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1575173

Epinephrine: Re: ùGiven the fact that AMD has succeeded in catching up despite all of the disadvantages of the past is it unreasonable to believe that they can keep up now that most of those disadvantages have already, or are in the process of, evaporating. Comment: Absolutely not unreasonable! AMD is now a world leader in the production of microprocessors and falsh memory! What will fuel sequential strength in earnings throughout Y2000 is an increasing proportion of ùspry Ayhysùin the microprocessor mix...You have to think 2 million Athys are a distinct possibility and if you accept 2 million Q1 Athys, then you have to accept $1 billion plus revenues and the distinct possibility of $1.00 Q1 eps...Lookinïgood for $45.50 by March 9!!!