Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

Dec 10 3:59 PM EST

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To: Petz who wrote (154849)	4/13/2005 10:15:39 AM
From: Rink	Read Replies (1) of 275872

Petz, that was quite a revision in earnings contest. AMD revenue $1,210 (-4.3%) (Yahoo consensus $1,210), became 1235 CPU revenue $690 (-5.5%), became: 745 Flash revenue $485 (-3.8%), became 455 EPS $0.03 (Yahoo consensus $0.03), became 0.06 Stock price $17.47 Was that because of the Taiwan mobo shipment report, and the mention that AMD partly caused the shipment growth? I sincerely hope you are right. My estimates are right in between your previous and current estimates (cpu: 720, flash: 470). BTW, indirectly related to this, what do you think is the time difference between shipment and revenue for cpu's? Regards, Rink

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