Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eplace who wrote (102775)	4/7/2000 3:37:00 AM
From: Petz	Read Replies (1) \| Respond to of 1575535

eplace, "I still don't think $1 is out of the question" I'm with you on that, especially after the interview. Sander's basically promised that we will be pleasantly surprised by the results. When the street sees that AMD's results more than match Intel's, and that further earnings gains are likely, the stock will respond. From Q4 to Q1 there will be an increase in Athlon sales of 400K to 500K. From Q1 ro Q2 it will be a 600K to 800K increase and flash will grow just as much %-wise and more in $$$ because of the larger base. Is there any way Q2 can be down from Q1? I don't think so. The guidance on increased depreciation and expenses was very modest. Both flash and CPU's should grow revenues 20% and 15% quarter to quarter even with ASP declines. Petz