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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (2652)	7/28/2000 11:47:31 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

albert: 1.Most of flash is "locked in" for Y2000 and GM's therefore stable. 2. K6's replaced by Athys results in higher ASP's and and higher margins on average...$0.10 pre-tax per 100,000 incremental Athy as a benchmark to date is a reasonably sound indicator. 3. K7 average prices may decline (but I'm not convinced), but even so margins may increase with improved productivity (binsplits, etc) as Dresden works out the kinks. I agree $5.00 = $250 at Intel, so $9.00 for AMD should result in minimum $200 by yearend and possibly much higher by then!!!