Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: Rink who wrote (117599)	3/23/2004 7:32:06 AM
From: niceguy767	Read Replies (2) of 275872

So not as good as some expected. Woops! Having read Buggi's response here: investorshub.com and particularly flash prices here: umfrage.gotdns.org I'm not prepared to tinker with my model, which spits out record q1 revenues, just yet! New q1 flash business will definitely contribute to bottom line profitability at those very, very strong q1 levels...Also, as mentioned to Jozef last night, rising A64 3400 and 3200 prices in March underscore, for me anyway, above average demand. Combined with those "massive amounts of A64's on China's shelves, I can't help holding out for a positive q1 surprise!

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