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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.71+4.8%10:52 AM EST
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To: wanna_bmw who wrote (59201)10/18/2001 7:00:23 PM
From: andreas_wonischRead Replies (3) of 275872
 
Wanna, Re: I remember AMD's Q3 forecast, which said that any fall in revenue would be due to flash and not CPUs, and I assumed that this was still mostly valid.

I was also very surprised to hear that flash was still profitable (but probably close to break-even -- my guess). That must mean that the CPU business is much worse than we think. So almost all losses came from the ~500 million CPU revenues alone. Extremely disappointing.

Andreas
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