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

To: Yousef who wrote (86215)8/1/2002 8:43:22 PM
From: PetzRead Replies (3) | Respond to of 275872
 
<Every month that AMD delays shipping their next processor is a month of "full volume revenue" that is being lost. The "end-of-life" for a processor (like K8) is fixed by competition>

Very true. Except 2H 2002 was the schedule for Clawhammer announced at the Wit Soundview conference a year ago, when AMD was trading at 13 to 20. So what "delay" are you talking about?
jc-news.com
Petz



To: Yousef who wrote (86215)8/2/2002 4:13:18 AM
From: AK2004Respond to of 275872
 
Yousef
$50M/month translates to $600M/year or $200M after expenses. That would be slightly above 1/2 of a dollar. If amd would continue to loose at the same rate for the next 10 years that would add up to $3/share with discount adjustment.
dont't criticize the outcome since I used your assumptions :-))
-Albert


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