Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

3:59 PM EST

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To: Petz who wrote (154849)	4/4/2005 2:41:03 PM
From: dougSF30	Read Replies (1) of 275872

Petz, do you realize that AMD guided CPU revs as "flat to slightly down", and that "slightly" has amounted to 2% the past 2 times it has been used to qualify revenue changes? And that Rivet reaffirmed CPG guidance at the end of Feb? And that Flash revenue guidance was simply "down" ? I think they will sacrifice flash revs to contain flash losses if need be... so I wouldn't be surprised with 10-15% revenue decline in flash, but CPG I would think would be, say, 1-2% down, or about $728M. I guess I don't see why you have CPG revs down more than Flash, when guidance is much the opposite...

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