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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.46-17.2%Feb 4 3:59 PM EST

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To: gzubeck who wrote (139176)11/9/2004 12:03:47 PM
From: dougSF30Read Replies (2) of 275872
 
With the ORNAND announcement, I think we can safely put to rest the "AMD is going to sell Spansion" meme.

$800 M in processor revenue?

If they hold flash to > break-even, as they did last quarter during a large rev decline, then we'd be looking at some nice earnings... maybe $0.20 - $0.30 or so.

Doug
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