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

To: ptanner who wrote (64936)12/5/2001 3:18:12 AM
From: TGPTNDRRead Replies (1) | Respond to of 275872
 
PT, Re: <IIRC AMD said they would be at 50M/year after the 0.13 conversion and this was not a goal for next year as the transition will be ongoing and not complete until the end of the year.>

Your RC and my RC are in alignment -- 50M for 2003. But the ramp from ~31M in '01 to 50M in '03 looks to be interesting, and a flat ramp(~10M increase next year), even at $50.00 per, is .5B. Cut some costs, close those two fabs, things may get interesting.

tgpntdr


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