Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: Robohogs who wrote (162532)	6/27/2005 9:31:59 PM
From: niceguy767	Read Replies (1) 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)." He must've read my eps entry, 'cause I'm in at $0.05. Problem is, I factored in the same or greater loss for flash. If he's right about the flash loss cut in half, then look for the mother of all price adjustments come earnings, because there just ain't no way that CPG does anything but exceed all expectations. CPG comes in at $800M conservatively and operating profit around $120M. (and I stress conservatively.) price explosion in the very near term if flash losses have been cut in half. (Heck, even keith might come around and acknowledge that huge HP Turion win ;-) )

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