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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: niceguy767 who wrote (65231)12/8/2001 7:40:08 PM
From: PetzRead Replies (1) of 275872
 
<On the basis of A, $765m + $76m = $850m (approx.)...
On the basis of B, $675m + $200m = $875m
Reconciles only if q4 flash = $175m, down $35m from q3...>

Foundry revenue could be down 10M and then flash need only be down 25m. That's pretty close to Toni's "no higher than flat" commnet about flash.

Petz
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