Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: andreas_wonisch who wrote (67034)	1/3/2002 5:20:44 PM
From: peter_luc	Read Replies (3) of 275872

Andreas, ONtheMove: Analyst says AMD saw strong finish to Q4 biz.yahoo.com Key points: - Strong finish - Strength to continue to Q1 due to solid Athlon demand - ASP rose sharply, much more than expected - Visibility improved into Q1 with units sequentially flat or up slightly (despite the fact that Q1 is normally weaker) - Continued low inventory - Flash still weak; Q4 will mark the bottom I think the real bomb is that in Q1 units will be flat or even up slightly. Peter EDIT: PS: It seems I'll have to update my estimates in the EPS contest.

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