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 231.66

-0.1%

2:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: KeithDust2000 who wrote (147441)	1/11/2005 5:20:24 PM
From: firthoffourth	Read Replies (1) of 275872

<<All this didn´t keep me from selling though, and I´m just as dissapointed as everyone else that they don´t seem to have any control, or foresight at all about a business where they prided themselves with being No.1 for a short period of time.>> Keith, I'm just curious about why you're still holding the stock. It is, IMO, quite unsettling that rev are to be up slightly yet the operating line takes a "significant" hit. How exactly is this possible? one would think that any weakness in flash revs would be more than offset by increase in CPU rev and the higher margins there would result in aggregate earnings increasing over last Q. Could flash revenues be so low that they fell short (like by a country mile) of fixed costs to run the operation. Is it possible that they are writing down flash inventory causing another 1 time hit? Impact of the conversion hurting the operating line? TIA for your thoughts.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next