Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: kpf who wrote (149321)	1/28/2005 12:35:26 PM
From: dougSF30	Read Replies (1) of 275872

Well, Q1 has a very good shot at being GAAP profitable. We did run through the calculations last week on this thread, and going from Q4 to Q1, there is a net bump of $49M + $42M - $20M = $71M to GAAP earnings, assuming gross margins remain the same across CPG, and flash and PCG post the same operating income. With CPG this seems likely, as revs should be flat to down slightly, and ASPs up slightly. Now, flash-- can they hold the losses to the same level as in Q1? Perhaps not quite. But they have ~$40M of downside room over Q4 in flash before they would repeat a GAAP loss in Q1.

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