Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.05

+1.4%

Dec 8 3:59 PM EST

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To: AK2004 who wrote (82830)	6/18/2002 7:07:57 PM
From: pgerassi	Read Replies (3) of 275872

Dear Thread: AMD drop in revenue from $820-900 million to $620-700 million just shows that the normally back end loaded Q2 (June accounts for 50% of sales) wasn't backend loaded at all. With a even June compared to April and May, you get a 25% reduction in sales close to the reported 23% drop in sales. This will be bad for Intel as well, if this continues they will miss even their lowered revenue targets. Given %50 margin, the hit to profits will not be as high, somewhere in the $100-150 million range (EPS of $0.30-0.50). Given these numbers, they should accelerate Tbred speeds and pull in Hammer, if at all possible. Definitely a very unpleasant surprise. Pete PS This could mean that the July/August fall off doesn't occur this year.

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