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

To: dougSF30 who wrote (148201)	1/19/2005 7:19:18 AM
From: niceguy767	Respond to of 275872

"That's about 28%." And if one looks ahead to a server marketshare that doubles in 2005 to somewhere in the 20% range, then a CPG division growth rate of 30% becomes conservative, as does perhaps 50%. I suspect that Osha, in his crystal ball,sees just that: a 28% flash impact that is shrinking rapidly relative to the swift growth that is highly probable, going forward, in the CPG division! Hence Osha's comment that flash may soon become irrelevant in AMD's profit growth picture! (If AMD's CPG division grows 50% next year, one will see 2005 CPG revenues north of $1B and one is likely to see related profit margins for that division north of $500M, or $1.25 per share. (Pretty soon, at this rate, INTC'll be trying to roll its CPG side into some other platform to conceal their descending margins :). Unfortuneately, their flash has already taken up all available hiding spots!)