Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: Mani1 who started this subject	3/27/2001 11:12:17 AM
From: AK2004	Read Replies (4) of 275872

Pru got a hold on amd but their EE fit a potential upgrade Advanced Micro Devices (AMD, Hold, 28.74). AMD is one of the only companies in our universe that has not pre-announced its March quarter, due largely to the success of its Athlon/Duron family of processors, in our opinion. While we believe that the processor side of the business should continue to do quite well given its compelling price/performance, we believe that there is some weakness in flash memory (almost 40% of revenues), as AMD's flash business has significant exposure to the communications end-market. We are maintaining our March quarter revenue and EPS estimates of $1.13 billion and $0.36 EPS. However, we are adjusting June quarter revenue and EPS estimates to $1.05 billion (down 7% QoQ) and $0.35, down from $1.16 billion and $0.36. Our full year 2001 revenue and EPS estimates to $4.6 billion and $1.62 EPS, down from $5.1 billion and $1.80. Our full year 2002 estimates are now $5.35 billion and $1.90, down from $6 billion and $2.10. AMD is expected to report its March quarter earnings after the close on Wednesday, April 18th.

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