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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST
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To: niceguy767 who wrote (46187)7/5/2001 10:46:55 PM
From: kash johalRead Replies (3) of 275872
 
Niceguy,

re: "In absolute terms, I certainly don't like AMD's q2 earnings, but perhaps, when the dust settles, they'll look good ina relative sense..."

I think you just don't get it do you.

In Q3/Q4 last year when AMD had huge profits - the VAST MAJORITY of profits was from the windfall of FLASH.

In Q2 they got killed.

In Q3 things will get even WORSE on FLASH as prices will ratchet downawards. From now on they WILL LOSE big bucks on every FLASH shipped for at least next 3-6 months.

And in processors they SUCK right now:

1. MHZ sucks.
2. ASP's suck.
3. New Palomino has MHZ problems.

Pretty soon Anything below 1.2Ghz will be << $100.00

And thats all that FAB 25 can YIELD.

So that will be another ALBATROSS around their CPU margins.
(HINT poorly utilized fab is MONEY LOSING FAB).

The overall SEMI market SUCKS right now.

I sincerely hope that you havent bet everything on this POS.

regards,

Kash
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