Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 210.78

-4.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Ohlendorf who wrote (20830)	11/28/2000 12:24:28 PM
From: Petz	Read Replies (2) of 275872

Michael, And worse Q1 will most likely be flat. So, no 10% Q to Q growth as promised. Also, the higher tax rate and higher depreciation costs will kill Q to Q growth. But with flat growth it will even reduce Q to Q EPS ! Opinions ? Q1 revenue will likely be DOWN from Q4. This is normal. Q1 earnings before and after taxes will certainly be down. See my detailed analysis at Message 14770455 BTW, AMD never promised 10% sequential revenue growth past Q4. You will note that with the tax hurdle and Q1/Q2 slowdown, Q4'2000 EPS will probably not be exceeded until Q4'2001. The tax rate going from an effective rate of 16% in Y2000 to 31% in Y2001 makes a BIG difference -- more than 15% if you do the math. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next