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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: Joe NYC who wrote (147445)1/11/2005 8:05:36 PM
From: PetzRead Replies (2) of 275872
 
I think lesson AMD will earn is to be extra conservative in the guidance for next Q

For flash, I think they have to ignore every word coming out of Bertand Cambou's mouth. I'm not sure there was anything misleading about CPUs guidance.

Doesn't the statement out of Intel that they had record flash units imply the opposite about densities and ASPs? It seems that Intel especially targeted the low density 8 and 16M chips that were AMD's bread and butter.

Petz
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