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

To: milo_morai who wrote (103077)	10/16/2003 10:21:15 PM
From: niceguy767	Respond to of 275872

Thanks. Great Summary. I really like: 1. Athlon 64 mobile has us excited 2. 10 to 15% growth in q4 3. 100's of thousands A64's in q4 (compares favourably with 10's of thousands in q3) Note: 10% growth gets AMD to $1.05 billion. Add in ASP increase owing to increased A64 mix and one might get to $1.1 billion, or $100 million in the green! (I'm liking the odds of a successful outcome on my bet with TGPTNDR more with each passing minute...Heck $100 million in q4 and accelerating profitability thru FY04 makes that $1 billion in FY04 look very doable!)

To: milo_morai who wrote (103077)	10/17/2003 1:27:33 AM
From: Petz	Read Replies (2) \| Respond to of 275872

AFter looking at the CC notes, both CPU and flash are expected to grow 10-15% in units. As a minimum... I'd expect 40M of additional Athlon XP revenue (about 8%) 60M of additional Athlon 64/Opteron revenue (+250K x $240) 50M of additional flash revenue. That's $120M operating profit and $95M net profit. (about 0.25/share, same as Intel this quarter, Hmmmmm) Of course, nothing is guaranteed. Athlon 64 could run into production snafus or Prescott could be 3.6 GHz in December or terrorism could cripple the economy. Petz