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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.47+4.3%Jan 2 9:30 AM EST
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To: andreas_wonisch who wrote (59198)10/18/2001 6:57:52 PM
From: wanna_bmwRead Replies (3) of 275872
 
Andreas,

I remember AMD's Q3 forecast, which said that any fall in revenue would be due to flash and not CPUs, and I assumed that this was still mostly valid. Since it isn't, AMD will have to face up to the fact that their core CPU business has become unprofitable for them, which is even worse than a downturn in flash, IMHO.

I wonder if higher Athlon XP ASPs will save them, but I am not surprised to hear from analysts of more quarterly losses for AMD in the future.

wanna_bmw
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