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To: kash johal who wrote (109477)9/7/2000 11:24:01 PM
From: Road Walker  Respond to of 186894
 
Kash,

I don't get it either.

10% to 20%, I think you are being overly pessimistic.

John



To: kash johal who wrote (109477)9/7/2000 11:25:27 PM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: Just depends upon what the hell AMD management is up to. [AMD stock offering registration]

Right now, AMD is trying to decide whether to expand Dresden or build a new FAB in Austin.

The offering would let them do both. Now. Add in the FASL construction and expansion and AMD would be just about matching Intel's capital investment program.

By 2003 the companies would be nearly the same size.

Dan


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