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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: survivin who wrote (102946)10/16/2003 4:40:42 PM
From: Joe NYCRead Replies (1) of 275872
 
survivin,

Pretty good quarter. $503 microprocessor revenue is higher than I estimated. Since the loss is only $30M and they said Spansion was still losing money, it means that microprocessors may actually be making money - well, it is within the realm of possibilities.

Also, the company may be cash flow positive, after subtracting one time increase in cash from consolidating FASL.

And if their prediction of Q4 being higher, AMD can break $1B revenue and break even - or better.

Can somebody post highlights of the CC (I have no audio here).

Joe
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