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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%3:59 PM EST
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To: Joe NYC who wrote (35266)4/9/2001 12:49:47 PM
From: kash johal of 275872
 
Joe,

re:"But you are assuming that they will miss. The estimates are not that high at 33 cents. Just FYI, these were the results of last 4 quarters:
Q1 2000 0.29
Q2 2000 0.57
Q3 2000 0.62
Q4 2000 0.55"

The estimates are very HIGH for 2 reasons.

1. They are after tax. So .33 is equivalent to .50 untaxed.

2. Almost all their profits in Q4 were from flash.

Flash profits are gonna start disappearing and by year end flash may be losing money.

FYI, I see more PIV systems than Durons at my local stores and that is worrying as well.

Coupled with no laptops, no servers and no low end solution, coupled with eroding flash market: i suspect AMD may have problems hitting .33.

regards,

Kash
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