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 7:28:10 PM
From: niceguy767	Read Replies (1) of 275872

"AMD revenue $1,210 (-4.3%) (Yahoo consensus $1,210)" Way too low! Just as AMD guided too high in Q4, AMD has guided too low in Q1. (And yes I heard Bob's guidance, but what I heard was that CPG was a little stronger than expected, but he added, he's not raising guidance though (for fear of getting burned again as in Q4).) Since then, AMD's CPG division has continued to perform strongly with the additional SUNW and HP wins. Not sure if Turions and DC's will impact Q1, but if so, I'm looking for a very positive surprise in Q1. All in all, better than expected Q1 and very positive Q2 guidance. (For the life of me, I don't know why AMD isn't trading well into the $20's given all the positive Q1 news. Maybe I'll have to wait for Apr 14 for the price spike.)

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