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

To: Gopher Broke who wrote (87929)	9/9/2002 5:25:38 AM
From: ptanner	Respond to of 275872

Gopher, re: "So that means they expect revenue over the next couple of quarters to be over three times what it was a year ago?" I would interpret the "annualized rate of 235%" to mean that QOQ growth will be about 35%. If this continues for four quarters then it would be an increase of about 335% or growth of 235%. While these are very nice growth rates I doubt it would continue for four quarters and it would also be coming after a period in which revenues shrank to less than half YOY. I remain a little skeptical of this magnitude of growth... The same article noted that flash hadn't seen the same buildup of additional capacity that DRAM had but FASL has a JV3 now producing and AMD is converting Fab25 so in round numbers (#fabs) a doubling. Plus Intel has probably added some flash capacity as well. -PT