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 236.73

-6.1%

Jan 30 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: AK2004 who wrote (33655)	3/27/2001 11:22:59 AM
From: niceguy767	Read Replies (2) of 275872

albert: "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." Q1 looks a tad low, more like $1.2 billion and 40.40...Q2 decline is wrong unless flash falls off a cliff which management repeatedly has rejected as an outcome...any Q2 falloff in flash is countered by incremental Dresden units of approx. 1.5 million (i.e $200 million..and flash just ain't gonna fall off and certainly not by $200 million)...Y2001 at $4.6 billion and $1.80 is absolute worst case scenario...more like $6 billion and $2.50 to $3.00 eps, if Dresden ships 20 million units!!!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next