Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

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To: wanna_bmw who wrote (59304)	10/19/2001 3:06:31 PM
From: fyodor_	of 275872

Wanna: so given that Kumar receives the rating for most accurate AMD analyst, what do you think of him suggesting several more quarters of loss? 2Q02 appears to be the earliest AMD has a chance of regaining profitability. 1Q won't see enough .13&#181 volume to really matter and Intel will increase the pressure from above with their .13&#181 P4s. Providing AMD can actually get .13&#181 going on schedule and their rating scheme works, 2Q could be good. The way I see it, Q4 this year will probably be fairly close to break-even, depending on what we see in terms of overall economic developments, but 1Q02&#133 I cannot imagine a (realistic) scenario where AMD breaks even. -fyo

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