SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.74+0.3%Jan 28 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dougSF30 who wrote (793)7/14/2000 2:15:39 PM
From: CirruslvrRead Replies (1) of 275872
 
Doug - RE: "Individual Investor
Semiconductor: Is it Time to Sell Advanced Micro Devices?"

This article isn't anything new. It has a bunch of random facts thrown together.

"Moreover, Gateway (NYSE:GTW - news) , a vital consumer of AMD microprocessors, reported during its quarterly conference call on Thursday that 40% of its sales are now derived from services and other non-hardware related items. Gateway management stated that it's comfortable with this shift in revenue mix, as sales ``beyond the box'' tend to be less volatile and higher-margined."

So it is a negative for AMD that Gateway is becoming a broader company? Does this also mean it is a negative to VIA's future chipset business that AMD plans to enter the consumer network appliance market? After all, AMD is VIA's indirect customer.

So many people are trying to make the call on the semiconductor cycle, this is just another one warning about it.

"It's important to note, however, that earnings are expected to peak this fiscal year, then recede to a mean analyst forecast of $4.72 a share for the year ending March 2002."

He didn't do his homework properly. He doesn't know about AMD's tax benefits.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News