Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 216.80

+0.7%

2:13 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe NYC who wrote (118258)	4/3/2004 8:34:53 PM
From: niceguy767	Read Replies (1) of 275872

Jozef: Couple of comments: 1. Flash: Probably worth re-reading this release. The potential cost savings with migration to 110nm, already underway, are huge: amd.com As previously mentioned, if contract pricing remains constant the rest of the way thru FY04 (i.e. strong handset demand in an economic recovery), AMD's flash division could easily contribute better than $1.00 per share in FY04. 2. With 90nm k8 production and MSFT software, it'll take about 1 compelling 64-bit program to ignite k8 to the level where no 1st time buyer can reasonably consider the 32-bit only option! AMD's largest problem in q3 and q4 is likely to be fulfilling demand by huge enterprise workstation and mobile k8 wins!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next