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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

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To: Mani1 who started this subject	6/19/2002 11:16:46 PM
From: h0db	Read Replies (1) of 275872

<font color=red>Article on AMD's Deafening Silence Ed's kind of cranky, but he's generally unbiased IMHO, and pretty much right on the mark. overclockers.com "Well, last quarter, AMD got about $700 million in revenue from CPU, and about $200 million from flash. Flash probably went up a bit, but let's assume flash provided $200 million again... AMD said they expected between $620-700 million in total revenue for the quarter. Subtract $200 million, and you get $420-500 million from CPUs, or somewhere between a 28-40% drop in revenues." "A good guesstimate of AMD's results will probably be a bit over six million processors selling for an average price of $70-something each. "This contrasts to the 7.8 million processors AMD sold for about $90 each last quarter. Sales of a bit over six million brings AMD back to K6-2 days." "One bad quarter is one thing. What was really troubling was AMD not really promising any good news until Hammer, which they said wouldn't shift into high gear until the beginning of 2003...They said nothing else about [T-bred] even when handed opportunities to do so on a silver platter. Not talking about [T-bred] is a pretty strong indicator to me that they can't talk about it... Well, the big secret is that AMD has nothing to seriously counter what Intel has doing and more importantly will be doing after summer vacation."

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