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Re: sgolds post# 17321

Wednesday, 11/12/2003 5:04:00 PM

Wednesday, November 12, 2003 5:04:00 PM

Post# of 97580
Thanks sgolds
Your post was really informative and filled in the gaps. Since AMD is going to need to spend billions on a new Fab, It is a good thing they just became cash flow positive last quarter. Obviously AMD needs to turn profits in coming quarters so that they can get their cash and reserves over 2 billion. If the Gartner Research group is right about a 20% increase in semi sales, AMD should do very well in the coming year. They are probably figuring for a business upgrade cycle which would probably mean sales will peak about 12 months out. Obviously I am just trying to come up with a preliminary target of when the stock will peak, so as to figure an exit strategy. Thanks again for the info.
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