Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.55

+0.6%

3:09 PM EST

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To: combjelly who wrote (73203)	3/4/2002 5:09:48 PM
From: ptanner	Read Replies (1) of 275872

cj, re: "If nothing else, in Q2 AMD will have finished closing down those fabs and won't have those expenses anymore. I think that is going to save them $45 million per quarter." But won't it also cost them some revenues or would this affect be delayed somewhat as the production flows from inventory? I am not sure this will have this large of an affect on the bottom line and there could be some one-time charges from the closures. Perhaps there will be some one-time gains if they decide to liquidate the facilities? IMO, upside will come from expanding notebook processors based on momentum from return to this market and also hopefully from the Tbred mobiles. -PT

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