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Re: bobs10 post# 47252

Saturday, 11/13/2004 12:39:30 PM

Saturday, November 13, 2004 12:39:30 PM

Post# of 97585
Bobs10...

I'm really bullish after 2006...here's why

(1) I think AMD is going to be able to produce a ton of very good to excellent processors from FAB 36 without the desire to crazily increase the Die area unless competing with Intel for the Server crown...

(2) I think Microsoft is going to sell a Sh*tload of Xbox2/PC's for maybe $350-500 per unit and that is the reason for charter...pure gravy for AMD...

(3) Even with an ASP of $80 (I'm being conservative) with 40 million processors that's $3.2 billion with net revenue of $640 million per quarter (I'm being conservative again) with a P/E of 25 puts AMD's market Cap at $64 Billion...stock price $153 per share...:>)
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