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

To: Paul Ma who wrote (100336)3/27/2000 10:35:00 PM
From: Cirruslvr  Respond to of 1576329
 
Paul - "I think all of you guys are too conservative about the flash memory business. My estimate is 410Millions and I thought that was conservative."

Whoa, you thought TWY's 370M is too low? I thought it was too high! Maybe I'm being too pessimistic, but my guess when I give it to Goutama will be at least 25M lower. But I won't mind being wrong in this case. ;)



To: Paul Ma who wrote (100336)3/28/2000 12:44:00 AM
From: chic_hearne  Respond to of 1576329
 
Paul- Re: Maybe i'm too optimistic.

I think AMD could've pulled off $500 million in flash in Q1 if they could produce that much. Flash is capacity constrained. I think running at max capacity, the number will be more like $300-325 million.

chic


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