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

To: jcholewa who wrote (30892)	3/8/2001 9:52:36 PM
From: niceguy767	Respond to of 275872

jc: "Flash was 39% of sales. MPUs were 48% of sales." AMD sold around 7 million CPU's in Q4 which included about 2 million K6's at $50 or less...Some are suggesting 3.5 million Athys in Q1, which was corroborated in a way by AMD management 2 days ago who suggested that they could sell all the Athlons they could produce, the same management who stated in December that 80% of Dresden production was at 1 gig and up at the end of September at which time ramping, of 1 million CPUs per month was ramping up...ALL this seems to imply that today's news item of 3.5 million Athys in Q1 is not out of the question, which if so, and complimented by 3 million Durons will ensure Q! revenues above $1.0 billion and Q1 eps of $0.40 (maybe even $0.50, if revenues are flat with Q4 of $1. 15 billion) all of which would support, in a relative sense, a current price in excess of $40...INTC's current woes, the more I think about it, are 25% market related and 75% AMD related!!! The AMD/INTC price/performance gap may have widened to the extent where long time INTC corporate purchasers can no longer "brush aside" a decision to purchase INTC vs, AMD...I suspect that we are precisely at that threshold...Sure wish Paul would chip in at this point!!!