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

To: Joe NYC who wrote (119944)	7/10/2000 3:39:26 PM
From: niceguy767	Respond to of 1575246

Jozef: Re: (1) Our due diligence, to the contrary, suggests that Dresden is now running at 2,000 starts per week (not the per month mistakenly placed in last week's note). Yields are running progressively higher and speed grades of processors produced now routinely exceed Austin, TX's Fab 25. (2)Combined with benign to improving Flash contract pricing and banner accomplishment in x86 processors, rapid capacity gains set the stage for significant upsides to our 2001 estimate. As opposed to the $6.2 billion in revenues 51% gross margin and $6.25 per share we're now modeling, we can easily envisage revenues pushing $7 billion, gross margins 60% and earnings double digit - after tax. (3)AMD Exploiting Microprocessor Boom Comment: DRBES and Dan3 where are you??? Your estimates made in '99 may even fall short in reality!!! Tooooo Much!!!!

To: Joe NYC who wrote (119944)	7/10/2000 3:43:36 PM
From: 5dave22	Read Replies (1) \| Respond to of 1575246

Jozef <Combined with benign to improving Flash contract pricing and banner accomplishment in x86 processors, rapid capacity gains set the stage for significant upsides to our 2001 estimate. As opposed to the $6.2 billion in revenues 51% gross margin and $6.25 per share we're now modeling, we can easily envisage revenues pushing $7 billion, gross margins 60% and earnings double digit - after tax.> I think this is the most aggressive stance I've seen from an analysts on year end revenues. Is there anyone else making more bold predictions? Dave