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


To: TGPTNDR who wrote (64956)12/5/2001 5:11:57 AM
From: ptannerRespond to of 275872
 
tgptndr, re: " flat ramp(~10M increase next year), even at $50.00 per, is .5B. Cut some costs..."

The bottom line is a whole lot nicer once the huge fixed costs are recovered. The CPU market is pretty tough, however, as the frontier keeps moving... I agree the next year will be very interesting with AMD expanding its presence in notebooks and the workstation/low-end server market.

Hammer remains the wild card but hopefully AMD will show some substantive progress (ie. demos and support from third parties - especially an x86-64 OS from MSFT and continued Linux support) to back up its statements.

-PT