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

To: hmaly who wrote (116859)	6/21/2000 9:28:00 AM
From: niceguy767	Respond to of 1574061

hmaly: Re: "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." Comment: If your incremental analysis stands up, and I see no reason why it won't from my vantage point, then AMD could easily double INTC's Y2000 earnings (pre-split basis)...Too bad Paulie filched on our bet of 4 months ago of AMD beating INTC Y2000 eps by 1.25 times...