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

To: TGPTNDR who wrote (162760)6/28/2005 2:13:27 PM
From: combjellyRespond to of 275872
 
"I doubt AMD would be able to make and contract more than 50 M of them in the next 12 months starting today. I'd guess they're already making around 25M today."

Sounds about right. Even at current ASPs, that would mean an additional $3 billion or more a year, more or less straight to the bottom line. If ASPs are higher, then so much the better. An extra $2 or so a share per quarter should make some difference to the stock price...


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