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


To: milo_morai who wrote (116844)6/21/2000 7:15:00 AM
From: hmaly  Read Replies (2) | Respond to of 1574056
 
Milo Re....<<<<<Last quarter was AWESOME Charles. Dresden online now with on die L2. We still have a chance at $6 to $7/sh this year don't you think? <<<<<<

Milo; I think $6- $7 bucks was in the bag before Dresden. Think about it. If we come in as everyone expects in the contest at $1.85 for 2q-00; AMD will have already made $3 in the first half. And the first half is slower than 2nd. In addition with increasing flash, we should make $7 on existing facilities; Dresden will add to that. Also with Intel announcing shortages for another 12 months, next yr. also looks great.



To: milo_morai who wrote (116844)6/21/2000 10:43:00 PM
From: Charles R  Read Replies (1) | Respond to of 1574056
 
Milo,

<Last quarter was AWESOME Charles. Dresden online now with on die L2. We still have a chance at $6 to $7/sh this year don't you think?>

As I keep saying, AMD's earnings are very difficult to forecast. The leverage is enormous and highly dependent on a lot of variables.

My guess is that, adjusted for taxes, we will be in the $7 +/- $2 range for the year.

Chuck