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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Profits who wrote (28105)	1/24/1998 10:01:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1572208

Profits - Re: Financial analysis Your analysis needs some clarification. 1. "AMD revenues were nearly $2.5B in 1997" AMD had revenues of $2.5 Billion in 1995 NOT 1997. They were only $2.35 Billion in 1997 and 2.1 or 2.2 billion in 1996. In other words, AMD has not equaled their yearly sales peak (1995) SINCE THEY INTRODUCED their K5 and K6! Makes you THINK, doesn't it? 2. "Vantis with other $300M in revenue." I think $ 243 million is more like it. BUT - Vantis has had quarterly DECLINING revenue for three of the past 4 quarters. Paul

To: Profits who wrote (28105)	1/25/1998 8:02:00 AM
From: Kenith Lee	Respond to of 1572208

FYI, AMD has 2 FASL fabs. -KL

To: Profits who wrote (28105)	1/27/1998 4:05:00 PM
From: Yousef	Respond to of 1572208

Profits, Re: "The typical value of a semiconductor company is 3 times revenue ..." This might be true for company that is making money ... but not for one that continues to lose money almost every quarter for the last two years. Let's look at the recent purchase of DEC by Compaq. Compaq has offered about 75% of DEC's yearly revenue. With the fact that DEC made money last quarter and has a stronger business plan, I estimated AMD's worth at about 50% of revenue. I might be closer to the truth than you, Profits. BTW, I still trying to figure out your area of expertise!! Make It So, Yousef