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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: SteveC who wrote (87923)9/9/2002 5:16:25 AM
From: Gopher BrokeRead Replies (1) of 275872
 
"We expect sales for the next couple of quarters to grow at an annualized rate of 235%," said Jim Handy, an analyst with Semico Research Corp.

So that means they expect revenue over the next couple of quarters to be over three times what it was a year ago? Doesn't sound very realistic to me. Are they expecting a sudden doubling of prices or a doubling of production? There is probably enough idle equipment to crank up the supply, but it is not going to happen overnight.

Or perhaps the flash pickup has been in the pipeline for a while. Makes you wonder whether Hector's stock purchases were related to forward sales of flash rather then expectations of Hammer.
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