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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: Pravin Kamdar who wrote (65156)12/7/2001 12:35:46 PM
From: andreas_wonischRead Replies (1) of 275872
 
Pravin, Re: I think your CPG increase is too high.

AMD had processor sales of $661 million in Q1 of this year. Yesterday they said: As a result, PC processor revenues, in the aggregate, are expected to exceed the previous record set in the first quarter of the year on record units. So it must be higher than $661 in Q4 unless AMD is lying or the outlook turns out to be wrong. Maybe the problem is flash: flash memory sales now expected to be no better than flat. That could mean anything from a 0% decline to a 100% decline.

Andreas
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