SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: milo_morai who wrote (103077)10/17/2003 1:27:33 AM
From: PetzRead Replies (2) of 275872
 
AFter looking at the CC notes, both CPU and flash are expected to grow 10-15% in units.
As a minimum...
I'd expect 40M of additional Athlon XP revenue (about 8%)
60M of additional Athlon 64/Opteron revenue (+250K x $240)
50M of additional flash revenue.

That's $120M operating profit and $95M net profit. (about 0.25/share, same as Intel this quarter, Hmmmmm)

Of course, nothing is guaranteed. Athlon 64 could run into production snafus or Prescott could be 3.6 GHz in December or terrorism could cripple the economy.

Petz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News