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

To: Dan3 who wrote (64884)	12/3/2001 11:22:06 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

Dan, It looks like 12 million units in Q4, 2002 would be a pretty conservative guess. With Hammer and a higher percentage of mobile chips in the mix, AMD should be able to raise its ASP to at least $100 (if not $120). Throw in another $300 million from flash, and you get revenues of $1.5 billion. We could be looking at $1.50 per share in profit in Q4 one year from now. Pravin.

To: Dan3 who wrote (64884)	12/4/2001 3:50:48 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Dan3, Re: Could be... Yikes,I was under the impression there was next to no Athlon stock and residuals -- and you've got that category second in volume only to the Desktop Duron leftovers! 8.7M processors to get an asp of $82. If your view is correct maybe I'd better get practicing -- Wanna, You were right and I was wrong. Ptew. Excuse me, crow feather stuck in my throat. 150K Athlon MP at $125? Both numbers sound low to me -- but it's chickenfeed anyway. But as you start moving #s from the Athlon $70 and Desktop Duron $45 columns to the XP, MP, and Mobile columns the asps go up pretty quickly. We'll see. tgptndr

To: Dan3 who wrote (64884)	12/6/2001 5:22:19 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Dan3, Re: <Could Be> SUNNYVALE, CA - December 6, 2001 - AMD said today that it currently expects higher sales in the current quarter ending December 30, 2001 than previously indicated. Demand for the AMD AthlonTM XP processor, which was introduced on October 9, and is the world?s highest-performance PC processor, has been robust. As a result, PC processor revenues, in the aggregate, are expected to exceed the previous record set in the first quarter of the year on record units. The stronger than expected PC processor sales, even in the face of flash memory sales now expected to be no better than flat, are expected to drive overall fourth quarter sequential revenue growth into the 10 percent or better range when compared to third quarter sales of $765,870,000. They just eliminated around 1/2 of the third quarter loss if we use the 10% figure. More than half if we use 'or better', at least as I see it. Comments? With any luck it could be Wanna eating the crow feathers. tgptndr