Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: hmaly who wrote (77567)	4/17/2002 8:35:38 PM
From: niceguy767	Read Replies (1) of 275872

hmaly: "Jerry's refusal to answer questions on margin and profitability, and outlook will hurt" I don't think JS was dodging anything...He repeated several times that AMD's profitability is a direct function of revenues...Above $900m, AMD makes a profit, below they don't...Flash looks like an enormous swing factor in this equation and JS seemed to like the chances of some flash recovery in q2...JS did proffer an $820m to $900m revenue range for q2, though, which probably accounts for the AH weakness...

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