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

To: Brian Hutcheson who wrote (40752)	11/3/1998 6:40:00 PM
From: DRBES	Read Replies (1) \| Respond to of 1573092

Indeed! What do you think the price of the stock will be when the last of the 25 or 30 of them (lemmings) come to this sentiment? Regards, DARBES

To: Brian Hutcheson who wrote (40752)	11/3/1998 7:08:00 PM
From: Crossy	Read Replies (1) \| Respond to of 1573092

Brian, Darbes & all, I would welcome Your comment to attach probability rastios to my spreadsheet - to calculate a sort of a "stochastic" EPS grid. Since this message board is full of capable experts (I mean people who have an insight into the FAB level questions) - let's do sort of a "Delphi approach" here.. I would need Your input to the following 2 topics, all concerning this quarter's business development regarding the following areas.. 1) Make or Buy decision on behalf of AMD Right now it looks like AMD will be producing all the upcoming K6 alone, inhouse. Could this assumption hold or is there ANY indication that points toward contracting foundry services out for increased capacity.. 2) Fab 25 capacity.. A poster here recently claimed that AMD should be able to ship 6million units the current quarter and this being CONSERVATIVE. What do You all think would be a realistic assumption. Don't hesitate to attach probability values to any answer.. 3) Average unit sales price.. Last quarter's ASP was around $100. Some here around cited an ASP of $150 to be feasable. What do You think again in this situation ? How probable is ASP of $130-140 and what assumptions would be required for such a scenario.. Pls. respond. Will feed my spreadsheet immediately.. best regards CROSSY