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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (16603)	10/29/2000 9:03:43 PM
From: Joe NYC	Read Replies (5) \| Respond to of 275872

Ok, did I miss something? 9 PM and no reviews? Joe

To: tejek who wrote (16603)	10/30/2000 1:36:07 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Ted, <They know what Sanders said during the CC...that revenues for the year are expected to be $4.8 billion, that ASPs are not expected to change materially from Q3 to Q4, that revenues are expected to grow in the high single digits sequentially......sounds like a creditable forecast to me. > Sanders is talking about units being up well over 10% and relatively flat ASPs but single digit revenue growth? Why does that sound credible to you? <A five percent reduction in sales(as discussed in my original post) could seriously effect that forecast, lowering sequential percentage revenue growth as well as reducing Jerry's $4.8 projected annual revenue number for 2000. In addition, it could negatively effect estimated ESPs and overall ASPs.> Read the above. Jerry was forecasting a minimum unit growth of about 15% with no commentary on Thunderbird/Duron/K6 splits. At flat ASPs five percent reduction units would do nothing to change the guidance. <Should that scenario transpire, do you not think AMD would warn?....which is getting back to my original premise.> Hope it is clear to you now why your original premise was wrong. <LOL. What case are you talking about? > The case that you are making and I was arguing against. <Your case is rested, mine is not. > I hope it is now! Chuck