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To: Pravin Kamdar who wrote (3038)12/20/1997 6:37:00 PM
From: FJB  Read Replies (1) | Respond to of 6843
 
Pravin,

They might be able to build a lot more than 15M, but that is totally dependent on the success of the 0.25 ramp. If they could even make 10M and sell them for an ASP of $100, then they would show some decent growth. Their largest problem is the CEO hasn't been very honest or conservative with predictions, so the market seems to be pricing the stock based on worst case performance. Also, their other divisions aren't very profitable. Risky business.

Bob



To: Pravin Kamdar who wrote (3038)12/21/1997 1:37:00 AM
From: Petz  Read Replies (1) | Respond to of 6843
 
"beginning of next year" must have been misinterpreted by the writer of the article. 6000 wafers/week is probably about what AMD will be doing when Dresden kicks in though.

Petz


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