Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 219.83

+1.1%

Dec 1 3:59 PM EST

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To: Joe NYC who wrote (202324)	6/15/2006 11:03:45 AM
From: BUGGI-WO	Read Replies (1) of 275872

Joe - Intel numbers " What I am wondering about is how the one time charges will be figured into the results. " If they come, they will also show numbers without at which the market MAINLY will look. " What I am wondering about is how the one time charges will be figured into the results. " I assume again here some numbers with and without the write- down if this will be a case. " I think Intel will not report negative EPS. " Me too. When I read the latest market comments, I'm not sure, that Desktop is that weak - it will come inline for Intel too this quarter. Server could be tricky for them, but not a big number miss. The real question will be notebooks. They have a huge share overall and ALL comments point to weak Notebook sales because inventory is high. When you ask me, Intel has hoped for higher units, so I think they will miss here - how high is the question. If notebook is OK, they reach their low-end at around 8B., but if Notebook is really that weak, I assume more a 7,6-7,9B number. The question is, will they warn prior to the CC, if they recognize that they will be 200Mio. or so short? BUGGI

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