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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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From: BUGGI-WO3/23/2006 6:29:23 PM
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[edited] Vista and Analysts

I don't get it, but these arguments are ... about what are
these guys talking about???????

"
For Intel, we have reduced our 2006 EPS estimate to $1.11 from $1.13. For 2007, our estimate
remains $1.35.
For AMD, we have reduced our estimates to $1.34 for FY06 and $2.13 for FY07; our prior estimates
were $1.42 and $2.38.
...
We believe the impact will be small for Intel, but
potentially more substantial for AMD.
...
"

Take 2c at Intel and 8C at AMD on 2006E numbers and nothing
at Intel and 25c at AMD on 2007E numbers. I'm wondering
who is by a huge amount the volume leader. Ok, now I under-
stand, all potential volume losses go to AMD ... I'm asking
myself why I didn't instantly thought about this.

Crazy stuff ...

The only good thing with all this crap in the last days is,
that the numbers are now already a stage lower and that these
guys have to lift once again after Q1.

stud.uni-karlsruhe.de

Edit:
stud.uni-karlsruhe.de

BUGGI
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