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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Robohogs who wrote (162532)6/27/2005 9:23:36 PM
From: niceguy767Read Replies (2) of 275872
 
"Mosemann (who works at Moor Cabot (sp?) and has a sell on AMD) just came out and raised EPS to 5 cents from a small loss for Q2 on the back of flash. He is looking for sequential gain, for loss cut in half in flash division, and AMD losing processor war to INtel over time (hence sell rating)."

Hey, I'm gonna call an end run here around my net nanny. He's wildly wrong on the processor side, but if he's right on the flash side, then AMD'll open at $25 or better the day after Q2 earnings are posted.

Flash is the wild card. but I'll risk yet another admonishment by my net nanny here: CPG is looking at $800M in revenues, rock bottom in Q2.

If that's hyperbole in her eyes, so be it ;-)
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