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To: AK2004 who wrote (111210)9/25/2000 3:02:02 PM
From: Mary Cluney  Read Replies (3) | Respond to of 186894
 
Albert,<<<re:The reality however, is that AMD balance sheet still looks terrible.

wrong on that one. Yes, amds debt per share is higher than intels but amd's growth rate and earnings are higher than intels and more than making up for it. >>>

I could never debate with you on technical matters. But when you imply that AMD's balance sheet looks good and actually looks better than Intel's - I am troubled by your credibility.

Be that it may, as far as capacity is concerned - when Dresden is at 100% - and AMD is sold out, what percentage will AMD provide global demand?

and, how long will it take AMD to put new fab online? I mean fully operational and at 100%. How many units would that add?

Mary



To: AK2004 who wrote (111210)9/25/2000 3:51:59 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Albert,

re: "Yes, amds debt per share is higher than intels but amd's growth rate and earnings are higher than intels and more than making up for it."

Looking at eps growth estimates for AMD v. Intel, 2001 over 2000, the analysts don't seem to agree with you on growth.

Do you know the estimates for sequential revenue growth for AMD (in 3rd quarter)?

TIA,

John