Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 242.19

-1.7%

Feb 3 3:59 PM EST

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To: TechieGuy-alt who wrote (139120)	11/9/2004 10:06:21 AM
From: gzubeck	Read Replies (2) of 275872

Everyone on this board is concentrating too much on processor revenue...what happens if AMD posts $800 million in processor revenue and only $400 million in flash sales...Houston we have a problem!...it means AMD will not hit their $.19 per share mark but would be lucky to break even...AMD is 2006 company when their FAB 36 is fully operational...in the meantime Intel might keep AMD in its place...just a thought as I bought some november puts on AMD just in case they are overcompensating for short term problems...we all saw what happened to cray...be careful!...

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