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

To: crazyoldman who wrote (97953)	3/10/2000 9:34:00 PM
From: crazyoldman	Read Replies (3) \| Respond to of 1571200

Thread, messages.yahoo.com Sanders is going for the knockout! He was just on cnn moneyline and said he tried to be friends with andy groove and even skied with him once but intel is just a bunch of corperate crooks. He said that intel's practices are illegal and Sanders says that Amd will be the long term winner. He said he want's it all! Also they showed the fabs and said Amd will produce 13 million athlon chips this year! Last year they only produced 6.2 million chips! They did just say athlon chips so unless it was a mistake I assume the ussually lower end chips will still be roling out in numbers. That right there is the daily double. Amd should finish the year with over 6 billion in sales. Kindest regards, CrazyMan

To: crazyoldman who wrote (97953)	3/11/2000 10:07:00 AM
From: niceguy767	Read Replies (1) \| Respond to of 1571200

crazyoldman: Thanks for the post...13 million Athys...BAM!!! Last I heard in December, AMD was projecting 9 million Athys in Y2000...This new target represents almost a 50% increase and can only signal that Athy shipments are far ahead of Q1 target and it also signals that AMD will surpass $5 billion in Y2000 revenues, perhaps even doubling Y99 revenues of less than $3 billion...Let's see...Q1, Q2, Q3, Q4 shipments of 2, 2.5, 3.5, 5 million Athys respectively combined with 5, 4, 3, 3 Non-Athys respectively should result in Y2000 processor revenues of $3.5 billion and an average ASP of $120 and assuming constant flash profit contribution throughout Y2000 will result in a Y2000 minimum eps of $4.00 per share assuming a $1.00 breakeven ASP...Q4 eps of $0.43 was achieved with an ASP of $80, which may be closer to Breakeven ASP, in which case, an AMD $7.00 Y2000 eps cannot be considered unrealistic! Mr. Sanders 13 million Y2000 Athy estimate also increases the probability that AMD will ship 2 million Athy's in Q1, in which case, a Q1 eps exceeding $1.00 is looking more and more realistic, imho! (On another note, watching a pre-Xbox decision interview with Gates and listening to the poltical party commentary concerning Dell and the Republicans, my significant other who does not follow AMD or Intel, interpreted the interview as a lock for Intel! Beats me how she arrived at that conclusion!) In retrospect, I'm happy to see Mr. Sanders didn't cave in on pricing or compromise his AMD mission which is to maintain control of the top-end of the microprocessor market. His judgment not to give away the farm to own a piece of the city on this one, in the longer run, may just turn out to be the most financially rewarding decision of his business career!