Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TGPTNDR who wrote (64878)	12/3/2001 9:25:55 PM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: Hell, I'll get bellicose -- I think there's a good chance I'll see a profit from AMD this Q Could be... They've said their breakeven is $950 million. They expect $200 million from flash. They get $40 to $50 million per quarter from the networking and embedded divisions, so they need $700 to $710 from the MPU division. If they sell: 1 million mobile Durons at $60. 2.5 million Desktop Duron at $45. 150K Athlon MP at $125. 1 million Athlon4 at $150. 1.75 million AthlonXP at $125. 2.25 million Athlon at $70. They get $717.5 from processors and earn 2 to 5 cents per share.